Equity Compensation Planning Solutions
 

Equity Compensation Planning Specialist Directory

Premium Listing Registration

(For a limited time, all premium subscribers (current and new) receive 2 years for the price of one)

The premium listing will provide "More Details" to enable clients to locate your practice. You can choose to be listed in select states and in addition to your office location to make it even easier to find you.

Referral program terms:

1) Firm must have a current subscription to StockOpter® Insight or StockOpter® Pro, be a SCS Provider or use NWSI as their back office.
2) Fee is $100/listing for the first state and $25 for each additional state (Call 877-728-5964 if you want more than 10 states).
4) Period is yearly from sign up date and will automatically renew unless notice is given 30 days before expiration.
5) All applications will be reviewed prior to the listing appearing on the web site.

Please fill in all required fields(*)

Advisor Name*
Firm Name*
Credentials
Phone Number*
E-mail *
Web site
Initials of States Served*
Address 1* Address 2
City*
State* Zip Code*
Description of Practice (75 word limit):
     


The advisor and firm are solely responsible for the accuracy of the information contained in their listing. The advisor and the firm each agree to indemnify and hold harmless Net Worth Strategies and its directors, officers, employees and agents to the fullest extent against any and all losses, judgments, awards, claims, damages or liabilities (“Claims”) arising as a result of false or inaccurate information provided by them or Claims arising out of any contacts or business relationships generated by this service.


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