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The Client Focus in Brokerages

It has been over 24 years since I started my financial career in Mexico. Trading the proprietary account of one of the biggest financial groups down south.

I have had the great experience of working in NY for all these past 21 years and been exposed to the biggest market in the world.

The marketplace has seen amazing changes in technology, regulation, and products. The current marketplace has an amazing and diversified selection in asset classes, ETFs, Structured Notes, stocks, fixed income, options, futures, forex, etc.

It is really up to the broker to have a full set of professionals who can not only understand the needs of their clients but that can navigate the marketplace and provide them the most comprehensible tailor-made offering for their particular ends

I believe that the brokers who are evolving are doing so because they have their focus very well set. They focus on the client, and Tradeview has been able to use technology, regulation, structure, innovation, and people skills to focus on one and only one thing  — provide our clients with the best possible set of products and personalized attention from our sales experts.
Tradeview has invested a lot of time and resources focusing on how to innovate in all the aspects of the trading cycle and how to use technology to make the client experience better.

A brokerage firm really makes a difference when its core day-to-day operations are focused on its clients. Tradeview has a very detailed and specific process on the recruitment process for our new sales representatives. We believe that the core values of a well-educated team with a focus on giving clients their best will always bring results. There are so many brokers and choices out there and therefore we have to treat every client who has made the decision to work with us as unique and important

There are three magic components to a good brokerage – client relationship
1) Trust  – Markets are complicated and no one fully understands them or even can predict them – the honest approach to service is key for a trust-based relationship
2) Innovation – The bottom line is important to all of us, brokers and clients. Innovation allows us to cut our bottom line and be able to provide better products to our clients
3) Transparency – Direct transparent access to the market place is essential, clean and transparent pricing is also part of the client experience
4) Liquidity and Spreads – tradeview has a proprietary set up that allows the firm to provide clients with the best spreads in the industry and several points of liquidity

Tradeview has work hard to provide our network of clients the above mentioned and be at the forefront of the industry.
There is a lot of work ahead but keeping the core values of a broker-dealer is what keeps clients happy and trading.

Don’t just follow the markets
Check out what Tradeview customers have to say about us by reading their Trust Pilot reviews
Tradeview Markets Trust Pilot reviews

Chava Palma
SVP Sales

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Tradeview Ltd. is not a portfolio manager or an investment advisor. This Market Report is for informational purposes only. Any statements made or opinions voiced in this Market Report do not constitute investment advice. The Tradeview Ltd. Market Report does not constitute a solicitation to buy or sell in the financial markets. Although the information contained in the Market Report comes from trusted sources, Tradeview Ltd. is not responsible for guaranteeing the accuracy, timeliness, completeness, or fitness of such sources. Tradeview Ltd. shall not be responsible for and disclaims all liability for any losses which may be suffered from access and use of the contents of the Tradeview Ltd. Market Report. Trading any financial instrument on margin, using leverage or otherwise involves considerable risk. Therefore, before deciding to participate in any style of trading, you should carefully consider your investment objectives, level of experience and risk appetite. Most importantly, do not invest money you cannot afford to lose. Consulting with your investment counselor, attorney, accountant or other professional upon whom you rely for guidance as to the appropriateness of an investment in any style of trading is recommended.

Tradeview Ltd.

Is licensed to carry on securities investment business and is regulated by the Cayman Islands Monetary Authority (CIMA) as a full securities broker-dealer. Tradeview conducts business pursuant to the Cayman Islands Securities Investment Business Law (SIBL) and its activities fall under the direct supervision of the Investments and Securities Division of CIMA.
Headquarters: 5th Floor Anderson Square, 64 Shedden Road, Georgetown, Grand Cayman, Cayman Islands KY1-1002, BWI.

Tradeview Asia Ltd.

Is licensed and regulated by the Labuan Financial Services Authority (FSA) as a Money Broker, registration number LL15870 licensed to facilitate transactions in foreign exchange pursuant to Labuan Financial Services and Securities Act 2010, the Labuan Companies Act 1990 and the Labuan Business Activity Tax Act 1990.
Headquarters: International Business Financial Centre at Office 5, Jamie Business Center I, Unit F10, First Floor, Paragon Labuan, Jalan Mustapha, 87000 Labuan F.T.

Tradeview Europe Ltd.

Is licensed as a Category 2 Investment Service Company and is regulated by the Malta Financial Services Authority (MFSA). The Malta Financial Services Authority (MFSA) is the single regulator for financial services in Malta. MFSA is a fully autonomous public institution and reports to Parliament on an annual basis. The MFSA is a member of the European Banking Authority (EBA), the European Securities and Markets Authority (ESMA) and the International Organization of Securities Commissions (IOSCO) and is a signatory of the Multilateral Memorandum of Understanding with other European regulatory Institutions. Tradeview is authorized to provide financial services across multiple asset classes and is passported in the EU/EEA under MiFID II (EU Markets in Financial Instruments Directive).
Headquarters: 157 Archbishops Street, Valletta VLT Malta 1440.

Tradeview Financial Markets S.A.C Global

Is authorized to conduct business pursuant to and in compliance with the General Law of Companies (LGS) promulgated by the government of Peru. Tradeview Financial Markets S.A.C is registered with the National Superintendence of Public Registries (SUNARP), company number 13089531. Tradeview Financial Markets S.A.C provides financial services in selected OTC derivative markets in compliance with all applicable government regulations.
Headquarters: Los Mirtos 239 Urb. San Eugenio, Lince, Lima, Perú.