Calm. Coveted by every sailor - and by every financial services professional.It’s that sense of peace you feel when you know you’ve done everything right.
Calm comes from a deep sense of direction. Knowing where you’ve come from and where you’re headed. Our longstanding relationship with Lincoln Financial Securities Corporation has enabled us to provide a stable foundation for independent financial professionals for over 30 years.
We never stray from our heading – helping you build your business with strategic planning assistance, coaching, compliance and administrative help, and the tools, resources and opportunities to allow you to focus on your clients and grow.
Whether you’re looking for a traditional career affiliation, a brokerage relationship or the flexibility to operate independently while enjoying strong training and support systems, Pilot Financial offers a full spectrum of platforms to take your business to the next level.
A successful voyage requires a seasoned crew. If you like helping people and finding solutions as much as we do, welcome aboard!
Every company claims their staff is reliable and responsible. But how do they show it? At Pilot Financial, we believe that every transaction is unique and every issue is critical. That means you deserve the full attention of our resources. Whether you need a contact name and phone number or urgent help analyzing a complicated issue, you'll talk directly to decision makers.
But it goes beyond simple attention. Our staff derives true satisfaction from resolving your problems. It's more than a job--it's a culture of involvement and obligation. We know your livelihood is at stake, we simply won't rest until the job is done.
How do we do it? By thoroughly understanding how you, your people and your business operate. You won't hear, "that's the way we've always done it" at Pilot.
Partner, OSJ Manager, Director of Field Development
Partner, Director of Sales and Marketing
Partner, Director of Business Development
Director of OSJ Compliance
Supervisory Inspections Manager
Director of Registration and On-Boarding
Director of Financial Professional Relationship Management
Advisor Services Manager
Advisor Services Specialist
Customer Relations Manager
Onboarding & Business Development Manager
Brokerage Case Manager
Internal Client Advisor
Five Points that define Our Reliability.