Frequently Requested Documents
For Additional Agreements, Forms, and Brochures not listed here, please visit NetEx360, 'Resources' tab, 'Marketing Center.'
Serving Investors Since 1978
In today's aggressive marketplace and strong competitive pressures, superior operations support is a most. Through R.M. Stark's professional
staff and our association with Pershing we bring the practical, hands-on understanding necessary to harness, manage, and streamline
operational processes. Our passionate, knowledgeable professionals have unrivaled foundation of experience - creating a partnership
that you can rely on.
Smooth running operations is a partnership between the Firm's staff and your local business unit. Since much
of the tasks performed by operations include information processing, efficient operations requires attention to details. When completing
customer agreements and transactions be sure that all required information and signatures have been obtained. There is no greater,
and more frustrating time-waster, that receiving incomplete or inaccurate documents and having to delay processing awaiting corrections.
A carpenter knows that the fastest way to build a building is to measure twice and cut once. The most successful investment professionals
know to be thorough, and accurate. It's not only required, it's the best way to same time and maximize your business.
Also be sure
to regularly check your Items for Attention (IFA) provided through NetEx. The IFA application provides notification to you of important
events. Some will require information, some will not. Whether or not action is required, IFAs streamline the communications process
between the home office and you.
"If you can dream it, you can do it." - Walt Disney
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