Discover the clear alternative
At Clearview Correspondent Services, we understand and – more important -- deliver what local and regional brokerage firms need most from their clearing firm:
- Personalized service tailored to financial advisors' and clients' needs
- Financial products and services supported by financial advisor-friendly technology
- A culture that values relationships and understands what it takes to support them
Traditional thinking holds that when it comes to clearing, local and regional firms must choose between large-scale processors with access to top-tier platforms or smaller firms with top-level personalized service. The Clearview business model dispels this myth.
Clearview represents progressive thinking and an exciting alternative for local and regional firms. No longer must you compromise on your capabilities or sacrifice service. Clearview delivers a top-tier platform that allows you to compete with firms many times your size and provides the personal service and relationship quality that are hallmarks of our regional firm heritage.
If your clearing firm favors economies of scale over what matters most to you, it’s time to change. We invite you to discover what Clearview can do for you.
News & Announcements
May 1, 2010
Clearview announced today several changes in the organizational structure of its clearing operations group that are designed to help our clients "win in '10...and beyond". Roy Leslie is the Chief Operating Officer and leads four groups in operations, including 1)Account Services, 2)Core Operations, 3)Client Services, and 4)Operations Control. Bill Robbins, President & CEO remarks, "These changes position Clearview to continue to build on our success by helping the local and regional firms we support provide the highest quality service to their retail and institutional clients."
Read more »