Agents

Close More Deals by Adding the LeverageLine Option

A. B. Nicholas welcomes inquiries from anyone with a suitable preexisting sales network, contact list, or market for our LeverageLine securities-based credit line program. By joining, you’ll earn fees on every transaction you refer to us. (Sample agent earnings are here). You’ll also be providing your clients the very best wholesale no-title-transfer, no-sale-to-fund stock loan tool in the market today, helping them realize their franchise, business, or real estate investment objectives quickly and more cheaply. There are many other benefits that accrue too. And all that for little more work than making sure you or they apply for financing.

Agent Requirements

1) Experience: An accomplished background and if possible, licensing in a financial, real estate, accounting, franchising, or related field preferred.

2) Clean Background: No unresolved or undisclosed civil or criminal legal cases where you were a defendant past or present. Undisclosed legal issues are grounds for termination and forfeiture of fees.

3) Accept Compliance: We work only with regulated and licensed U.S. institutions and FINRA/SIPC advisers that must comply with government banking and securities oversight rules, both state and federal. Our role therefore is to inform and deliver loan clients into the fully licensed SIPC/FINRA lending brokerage. You agree to comply with these institution rules, as stated here and in your Agent Agreement.

4) Double-dipping Prohibition: Per institution rules, Agents may not charge outside fees pursuant to this financing separately AND also receive A. B. Nicholas referral fees. To put it in another way, Agents may not receive ABN fees and outside fees on the same transaction. Agents must choose one or the other, but not both.

5) Suitability: You should already have an existing network or market space of potential clients. LeverageLine is not intended or suitable as a program for those looking to start a completely new, unrelated career in stock-secured lending via email blasts.

To apply to become an agent so as to be paid for referrals, get a copy of your ID and background statement or resume and click here.

Once you’ve joined our Agent Portal, you can also automate your marketing with our clickthrough system for passive income. Attach your unique identification link to any A. B. Nicholas website link to let your clients have free run of the ABN site and to learn about our program. Note that we only accept applications via our secure online application page (https://abnicholas.com/quote) where your unique ID will be captured when a client comes to our site through your unique link, and you will be auto-credited in your portal account. This can be a passive means to earn referral fees.

Agent Applicant Requirements

1) Experience: An accomplished background and if possible, licensing in a financial, real estate, accounting, franchising, or related field preferred.

2) Clean Background: No unresolved or undisclosed civil or criminal legal cases where you were a defendant past or present. Undisclosed legal issues are grounds for termination and penalties.

3) Accept Compliance. We work only with regulated and licensed U.S. institutions  and FINRA/SIPC advisers that must comply with many government oversight rules, both state and federal. Our role is to inform and deliver referred clients per strict compliance with institution rules to their licensed lender adviser. You agree to comply with these institution rules, as stated here and in your Agent Agreement.

4) No Double Dipping: Per institution rules, Agents may not charge fees pursuant to this financing separately AND receive A. B. Nicholas referral fees. To put it in another way, Agents may not receive ABN fees and outside fees on the same transaction. Agents must choose one or the other, but not both.

5) Suitability. You should already have an existing network or market space of potential clients. LeverageLine is not intended or suitable as a program for those looking to start a completely new, unrelated career in stock-secured lending via email blasts to clients with whom they are unfamiliar.

Summary:

Your role as an agent will be to refer clients into our well-tuned and constantly improving loan application system. You do not broker or sell.

Our job at ABN is to be sure that you are fully informed and that only qualified clients move forward. We also monitor compliance with the rules set down by our licensed lending partners as noted abo ve. We expect the same level of attention and diligence by our affiliated member agents as we at A. B. Nicholas show.

In Summary:

You will be making a great payday of 33% of total fees — typically averaging $2,000-$4,000 for simply referring the client forward and following up; and for providing a superior alternative financing tool to your clients, one that can supplement or replace their existing financing with exceptionally low rates and many additional benefits.

Our line has often been the difference between our clients’ achieving their financial, franchise, and commercial real estate investment goals, and having to forego them.

We take pride in helping make those goals and dreams a reality.

Apply Here Now to Become an Agent 

(ID and background statement required)

Contact Us

All Inquiries Welcome
1629 K Street NW, Suite 300, Washington, DC 20006 Tel: 202.379.4744
© 2017 A. B. Nicholas All Rights Reserved PrivacyDisclaimerCopyright

Securities based lending may not be suitable for all securities owners. A. B. Nicholas urges all clients to discuss these risks with their licensed lender advisor should they proceed with their LeverageLine. Any activity involving securities, including borrowing, by definition involves certain risks and if the market value of your pledged securities declines to the point that you must add cash or assets, , for example, you may be required to pay down your line of credit, restructure your holdings into more stable securities (which can involve a sale), or both in order to maintain your loan. Although both A. B. Nicholas and each ABN lending partner advisor make maximum effort to ensure that acceptably good quality securities are accepted so as to minimize risk to the extent possible, we cannot guarantee any specific outcome of any securities performance and by proceeding you are acknowledging this. All lending, management and processing is handled solely by fully licensed U. S.-based FINRA/SIPC institutions (and their FDIC-member banking divisions) with which A. B. Nicholas has partnered for this custom program. Please review our disclaimer prior to proceeding. Our privacy policy is located here.