Return

Helping Financial Advisors Help Their Clients

Nearly
35 Years
helping financial advisors meet their clients' goals

Relationship-based
Sales Focus

More than
70,000
registered representatives1

 

Jennifer Kessler

VIDEO: Relationships That "Transcend" Transactions

Jennifer Kessler

Vice President, Strategy & Operations
CNL Capital Markets2

A member of FINRA/SIPC, CNL Securities has established a reputation for building relationships that "transcend transactions."

For nearly 35 years we have cultivated long-standing relationships with the wealth management community to serve their network of 70,000 financial advisors.

Our wholesalers are well-versed in alternatives in general, as well as various investment features, product structures and asset classes. They meet with advisors regularly, ask thoughtful questions and listen carefully to determine how best to serve them. This produces an understanding of what advisors and their clients need and serves as the foundation for strong relationships.

Additionally, as part of our commitment to help you serve your clients, we strive to provide valuable resources, including:

  • Investor approved educational materials
  • Shared market insight
  • Advisor educational events
  • Practice Management programs

If you are a broker-dealer or firm interested in selling CNL products, please contact our Key Accounts team at 855-209-5235.

Experience represents CNL Securities' parent company, CNL Financial Group, and CNL Financial Group’s affiliates. Past performance is not indicative of future results.
CNL Securities was formed in Florida in 1979 and became a member of FINRA in 1982. 
1 As of June 30, 2016. Amount includes every financial advisor that has been associated with an active account since CNL’s very first product for which we have records.
2 CNL Capital Markets Corp. is an affiliate of CNL Securities Corp.

  •  
  •  
  •  

© 2017 CNL Securities Corp.| All Rights Reserved.

CNL® and the Squares Within Squares design trademarks are used under license from CNL Intellectual Properties, Inc.