Client Services

As an intelligent and experienced financial client, you deserve the confidence that coincides with having personalized service from an innovative financial representative. As a management team responsible for creating a strong foundation for our registered representatives, we consider diligence to be one of the most essential characteristics of a successful practice. PBS has sought out employees who possess the highest degree of aptitude to join our home office support team. Those staff members exemplify sound business etiquette, good character, and hard work, so our firm can offer the highest level of service. This, in turn, will ensure that each individual client receives personalized service that is unique to their financial situation.

Through our clearing firm, Southwest Securities, Packerland representatives have access to state of the art technology, including real-time online trading. Southwest Securities maintains membership and floor operations in the New York Stock Exchange, as well as the American Stock Exchange.

PBS is a member of the Financial Industry Regulatory Authority (FINRA), and the Securities Investment Protection Corporation (SIPC). Our staff is dedicated to providing regulatory guidance to our representatives, ensuring compliance with all appropriate regulatory institutions.