The Partnership Marketing Company handles the transfer paperwork of most partnerships, both public and private, while registered representatives licensed with Financial West Group handle all aspects of the limited partnership sales. The brokers registered with Financial West Group have been involved in trading and transferring of limited partnership units on the secondary market for sixteen years.
The specific focus is on partner services giving brokers, fiduciaries and trust companies personalized service throughout the entire transfer process. We use simplified paperwork, providing you and your clients with fast and efficient service efficiently completing the transfer process.
Nancy Wilson, CFP, is a Registered Principal with, and offers securities transactions through, Financial West Group, member FINRA & SIPC, and is insurance licensed with the State of California, license #OC23865.
This is not an offer to buy or sell securities - Please contact us for further information.
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