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Join HTK

Products and Services

Designed to help you manage and grow a successful practice

The traditional role of a life-based financial advisor has gradually evolved into today’s holistic client advisor with access to an expanding array of products, services, strategies and solutions. HTK applies every resource to help you find opportunities to tie together life insurance, investments, advisory services and more.

HTK offers a broad range of investment products and services including:

We’re committed to supporting your practice by delivering competitive products, and connecting you with top industry experts.

  • Securities
  • Advisory
  • Insurance
  • Retirement Plans
  • Alternative Investments
  • Cash Management
  • Financial Planning

In addition, you’ll receive top-notch marketing support including training programs, sales ideas, and newsletters that empower you to approach new markets and communicate with your clients more effectively.

HTK Partners with Pershing LLC

HTK clears through Pershing LLC , a subsidiary of BNY Mellon. An industry leader, Pershing is the choice of more broker-dealer customers than any other clearing firm, and one out of every five broker-dealers relies on its technology to run their businesses.

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