At Kalos Financial you are offered a wide array of products to meet your clients’ needs. In addition to standard products such as equities, fixed income, mutual funds, and annuities, we also have one of the industry’s largest selections of alternative investments.
You may enter orders online or call the Fidelity trading desk. You may also:
Rep/advisors at Kalos use Bond Trader Pro which gives them access to the inventories of many large investment firms. Through Kalos you may offer:
At Kalos you will have access to over 8,000 mutual funds, including many no-load and no transaction fee funds. Other services include:
Kalos has vendor agreements with over 40 different insurance companies.
For a look at our current product offering please contact us