Parsonex Securities, Inc. is a registered broker/dealer and a member of FINRA/SIPC. The firm was founded in 2007 by Jonathan Miller, President & CEO, and a core group of registered representatives who wanted to help clients. The firm focuses on retirement planning and offers mutual funds, variable annuities and 529 plans. As an independent company, Parsonex Securities, Inc. works with a variety of mutual fund and variable annuity providers to offer clients the right products and services for their long term goals. The company focuses on helping clients build carefully designed portfolios of investments that meet their objectives and risk tolerance.
Registered representatives of Parsonex Securities, Inc. have several tools available for helping them grow their client base including financial road map software, technology systems for submitting, tracking and organizing your business. An outstanding back office and compliance team takes a proactive approach to ensuring that everyone stays in compliance.