2 min read
TradePMR Named a Winner of 2019 Excellence in Customer Service
The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests. GAINESVILLE, Fla. – May 10, 2019 – TradePMR, a technology and custodial services provider, has been named ...
3 min read
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy. GAINESVILLE, Fla., April 23, 2019 /PRNewswire/ -- TradePMR, a technology and custodial services provider, is rolling out new augmented ...
2 min read
TradePMR to Host Fourth Annual Oktoberfest Celebration
The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community
1 min read
TradePMR’s Director of Social Media Named 2018 “Fierce Award Winner”
As Social Media Director at TradePMR, Monika Baldwin is able to deliver messages of positivity and accountability across the many communities she is a member of, both professionally and personally. Regardless of the community, Baldwin works to lift ...
1 min read
Finalist in Financial Services Awards Competition
The custodial services provider earns nod for the rollout of Earnwise platform.
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TradePMR Named Finalist in Financial Services Awards Competition
The custodial services provider earns nod for the rollout of Earnwise platform.
2 min read
Free Webinar to Learn about the SEC’s Fiduciary Proposal and Form CRS
In April 2018, the SEC attempted to tackle the Fiduciary debate with its proposed Standard of Conduct Proposal. The proposed new rule, 204-5, would require an investment adviser to deliver a relationship summary to each retail investor before or at ...
3 min read
Initiative to Celebrate 20th Anniversary: Foster Charitable Giving
GAINESVILLE, Fla. [May 30, 2018] – TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their year-long “20-for-20 Initiative.” TradePMR will celebrate its 20th ...
