Home
Exchanges
Intelligence
Investments
Solutions
Learn More
Our Story
Our Team
Our Boards
Careers
Contact Us
FLX News
Sign In
✕
Please enable JavaScript in your browser to complete this form.
-
Step
1
of 2
CRD#
Number of Years in Industry
*
Referrer
*
If no individual referred you, say you heard about it from media, Linkedin or other.
Profile Questions
We appreciate you joining, please tell us about your interest in FLX.
*
Want to represent multiple asset managers
Want access to non investment related solutions to assist my clients and their businesses
Want to better control my financial future
Want to be a part of something that changes the industry
Want access to interesting value add offerings to help my business
Want access to differentiated investment content
How do you build new relationships? (Choose 2)
*
Through cold calls
Through digital campaigns
Through existing relationships
Through social media
Through structured process
Through centers of Influence
When you schedule out the work week, what do you prioritize? (Choose 1)
*
By client revenue
By client assets
By client service
By new business development
Have you ever worked with a multi-boutique platform?
*
Yes
No
To provide you relative information, which job descriptions below would most describe your background
*
Wholesaler
National/Key Accounts
Institutional Sales
Consultant Relations
CPM
Sales Leader
Relationship Manager
Marketing
Data/BI
Digital Marketing
Sales Enable
Finance
Legal
Compliance
Leadership
Operations
Trading
Portfolio Management
Next
Email
*
Name
*
First
Last
Job Title
Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Mobile
*
Complete