KSI Advisor Referral Program

KSI Advisor Referral Program

Since our inception in 1997, there has been no higher form of flattery than having our clients recommend us as their Broker/Dealer to another industry professional. We are always grateful and appreciative of the good faith and loyalty. Growing the foundation of this proud and private firm with Organic Growth is our favorite way of adding to the value proposition of our company. We are always excited to engage with Registered Representative, Financial Advisors & RIA’s to create new and beneficial relationships.

We have revamped our KSI Rep Referral Program. It will be known as the “Edge” program. The point of this is to incentivize our existing Reps to recommend Reps registered at other firms to contact and eventually join KSI.

For this referral and eventual recruitment you will be compensated with a 2% upfront bonus based on the candidates prior trailing 12 GDC on Securities/Advisory production. All reps Referred must have a proven 12 month securities/RIA GDC of at least $50,000. They must also remain at KSI for at least one year after official registration or referral fee will be forfeited. These Reps/Advisors must join Independently of your exisiting Branch and have no direct affiliation to the referring branch. In addition, Joint Rep numbers, overrides and supervision is not permitted for this program to be valid. This is solely for independent referrals to KSI/KAI. Adding additional Advisors to your Branch is not the purpose of this particualr program.

Contact Carlo Bidone at 866-JOIN-KSI Ext. 616 to learn more about this Program.

Please Click on the Three Hyperlinks Below
&
have the Prospective Representative Complete these forms

(This is strictly confidential)