Skip to content
  • Home
  • About
    • Who We Are
    • What We Do
  • Disclosures
    • Customer Indentification Program Notice
    • Investor Education
    • Home Office Contact Information
    • SIPC Disclosure
    • Business Continuity Plan
    • Order Routing
    • Privacy
    • Reg BI-Form CRS
  • Contact
  • Rep Tools
    • Register For AI Insight
    • AI Insight Login
    • Property Menu
    • RMIN
    • MSRB Brochure
  • Newsletter
Representative Login Clients
Colorado Financial Service Corporation

Forms FTP Site WinOps Dashboard Dashboard Instructions Compliance Manual Logout

Property Menu Property Menu

Weekly Bulletin 

Important things to note about this menu:

  1. You should only provide this to pre-qualified clients.
  2. You should ensure you take the AI insight training before soliciting any properties to the client.
  3. Make sure you are registered in the client's state before engaging them about these properties or providing this menu.
  4. This Property Menu should only be sent to clients in it's entirety.
  • Home
  • About
  • FINRA Broker Check
  • RSS
Colorado Financial Service Corporation Member FINRA • SIPC