Blog - Page 2 of 3 - ABNicholas

A Stock Loan Against Your Cannabis Stock Portfolio? Yep, We Can…

If you have been an investor in one of the many cannabis-related stocks that have sprung up on the boards over the past several years, you’ve probably been stymied when it came to taking out a margin loan against them. Because of the still-existing federal treatment of marijuana as a drug, major banks and brokerages have been unwilling or unable to provide the normal lending facilities against these stocks that

October 17, 2019 2:00 PM

Financing College via a Stock Loan: (It’s Not What You Think…)

When it comes to college, just one child can cost a family nearly $200,000 at average college tuition rates. Yes, you read that right. This may not matter if you happen to be in a true upper income bracket. Perhaps you can handle it out of pocket. But even at a combined household income of $200,000 — average for 2-income U. S. families now — this is really still middle

October 11, 2019 1:37 PM

Finding the Perfect Client

One of the questions we get here at A. B. Nicholas is: How do we find the perfect client for the A. B. Nicholas LeverageLine stock portfolio loan program? On the one hand, the obstacles do exist. One of them is the face that many individuals with eligible stock portfolios choose to go solely to their existing financial advisors or brokerages for any leveraging of cash out of their portfolios,

September 19, 2019 11:42 AM

Be Your Own Banker

Would you like to say goodbye to your banker? You are a real estate investor. You know your business. You know a good home, business, or commercial site from a bad one. That part’s easy. But at the end of the day, you end up Red-Tape & Delay Land. That’s right: Your bank. That’s where you’ll meet the guy with the sparkling smile who’s actually scared too death of lending

September 18, 2019 8:47 AM

New, Easy Way to See if Your Stock Portfolio Qualifies for a LeverageLine Credit Line!

Want a very easy way to see if your portfolio qualifies for our LeverageLine stock portfolio loan program? Well here it is: just go to abnicholas.com/qualify for our new interactive Pre-Approval site. It’s never been easier to qualify and obtain your industry-leading LeverageLine credit line and the time is right for excellent rates well below market! We’re America’s Portfolio Lender; let us show you why. Get Pre-Approved in 30

September 9, 2019 4:35 PM

Financial Professionals:
Join A. B. Nicholas Today.

We are A. B. Nicholas Securities Finance provide gateways to institutional stock loan credit line programs using client stock, bond, mutual fund, and other securities portfolios as guarantee for a low-interest, high-LTV line of credit in an institutional, licensed environment without the need to transfer ownership to the lending party. Qualifying is easy. See our stock loan requirements here. The program is ideal for business and financial professionals who deal

September 4, 2019 11:37 AM

Nothing wrong with a margin loan… if you’re willing to settle for much less at a higher cost and risk.

Log into your brokerage account, hit a few buttons, and now you can buy 50% more of the same stock you think is going to go up and make you a tidy profit, using the brokerages money. Simple and sweet, no? Well, maybe simple. But sweet? We at A. B. Nicholas Securities Finance beg to differ. Your margin loan is based on that single stock. It goes down, you have

September 3, 2019 6:08 PM

Be Your Own Banker – With LeverageLine!

Suppose you had an asset that could keep working for you just as it is now — but could also serve as your own personal “bank”? With our A. B. Nicholas LeverageLine, that is easily possible. In fact, many of our clients are using it for exactly that purpose. As their own bank so to speak. Let us say you have a stock portfolio of say, $100,000 in value. Let

August 30, 2019 11:44 AM

A multimillionaire’s story and the A. B. Nicholas LeverageLine.

In March of 2018 a gentlemen we’ll call Carl contacted us here at A. B. Nicholas about our portfolio loan program. Carl was a real estate developer in Chicago, Illinois, and was looking for better ways to deploy capital and invest. His currently costs, even with tax deductions, were costing him both time and money. He found himself having to put more and more “skin in the game” for every

August 25, 2019 11:23 AM

The market’s best credit lines for securities owners from A. B. Nicholas

Click here to get the most competitive, free, no-obligation, no hard-sell credit line quote for your stock portfolio and let us show you the difference now. Get a LeverageLine credit line today.

August 20, 2019 10:02 AM

Are You Using Your Client Presentation Effectively?

As an ABN Agent, you have in your hands a powerful marketing tool you may not be using yet — your custom, clickthrough-coded Client Presentation. We’ve tailored this to prospects — those who might be able to use the LeverageLine credit line program — and you are free to send it out or use it on your website, etc as a perfect intro to our program. Keep in mind that

August 16, 2019 1:42 PM

What makes your A. B. Nicholas portfolio loan way better…

Lowest interest rates in the market. Tightest security and licensing. Best reputation over ten years of service (BBB A+) We do all the work so you don’t have to, when you are looking for a stock portfolio loan. We’ve assembled the most accomplished, experienced, licensed FINRA-member institutions and advisors to produce our LeverageLine model of stock loan financing for you. Our business — in the hundreds of millions over the

August 15, 2019 12:57 PM

Agent Announcements

Own a stock portfolio over $ 1 million? See us for a superior stock loan NOW.

We at A. B. Nicholas Securities Finance do nothing but locate, build, and deliver the most borrower-friendly loan programs for owners of stocks, bonds, mutual funds, or other marginable, free-trading securities. We focus on this goal exclusively and have done so for over a decade now. We are very pleased to let the high-net worth investor market know of our latest and in some ways greatest achievement: A “warehouse rate”

August 12, 2019 12:46 PM

We built the best loan program for stock, bond, and mutual fund holders so you wouldn’t have to.

We specialize in delivering institutional stock loan and credit line programs for securities portfolio owners willing to use those portfolios as guarantees for better-than-retail, low-interest loans featuring many unique borrow-designed features. We’re A. B. Nicholas Securities Finance. We invested our own time and money to build what we consider to be the best portfolio loan program in the market, informed with key input from the very people we serve, people

August 8, 2019 4:50 PM

A Warehouse-Quality Loan Against Your Stock Portfolio: Why Sell When You Don’t Have To?

You’re probably one of those benefiting quite a bit from rising stock market values over the past two years. If you need liquidity, you may even be thinking that the time to cash out is upon you. Well, good & fine if it works best for you to sell. But suppose you are one of those who has seen a rise in their stock portfolio but does not want to

July 19, 2019 11:40 AM

New for Client Applications for LeverageLine Financing (Information for Clients & Agents)

Visit our website for more about our LeverageLine stock loan program here. As you know, one of the reasons that A. B. Nicholas is the leading private conduit to institutional licensed stock-secured lending is that we are always focused on compliance and on improving the lending experience for our clients. To that end, we have implemented a new rule for all agents when submitting clients to A. B. Nicholas for

July 11, 2019 11:38 AM

New Application Processing Structure Will Speed Up the Funding Process

Note: Visit our website for more about our LeverageLine stock loan program here. Effective June 6, 2019, A. B. Nicholas Securities Finance is implementing a new processing structure for all transactions designed to expedite funding for our clients and our referral agents. In the past, clients applied via our online form which went to our licensed lending partner for a quote. The quote was then relayed to us at A.

June 6, 2019 11:11 AM

Summer is the BEST Time of Year for a LeverageLine….

Note: Visit our website for more about our LeverageLine stock loan program here. no better time of year to reach out to your client base to see if a LeverageLine securities portfolio credit line would help make the summer better. People have planned their vacations, but many aren’t sure if they have enough cash, or are reluctant to load up their credit cards. There are so many expenses that crop

May 29, 2019 1:32 PM

A LeverageLine Case Study

– Making Real Dreams Come True – Every LeverageLine client is different: this we can say from eleven years of experience dedicated solely to the securities-based credit line market. Each client or company need is unique, each application specific to that client’s needs. Here’s one example case we recently completed that shows how A. B. Nicholas Securities Finance provided the funding this borrower needed to realize a lifelong objective. [Note:

May 22, 2019 1:56 PM

Reminder to Agents

Per licensed institution rules, we cannot pay fees to any referring party or Agent UNLESS they have completed the training and compliance exam with a score of 100%. If you have not yet received your Compliance Certification documents, then you have not completed the exam and must do so ASAP. Register here for the training and compliance exam, if you have not yet taken it. REGISTER NOW

May 9, 2019 12:31 PM

A New LeverageLine

Note: Visit our website for more about our LeverageLine stock loan program here. At A. B. Nicholas we never stay still, and are always looking for new ways to provide value and security to our clients. Today we are happy to announce that we can provide all of the great features of our LeverageLine that have made it the premier securities-based credit line (SBLOC) for the franchise and commercial real

May 8, 2019 11:35 AM

Why Obtain Agent Certification?

Every registered Agent with A. B. Nicholas is required to obtain Compliance Certification to receive fees on any transaction they refer to the A. B. Nicholas LeverageLine program. What does certification do for you otherwise? Certification gives you legal protection. Your test scores and your certification certificate are kept on file at A. B. Nicholas to prove that you have not only take the training course but passed the exam.

April 12, 2019 7:27 AM

What Makes an A. B. Nicholas Stock Loan Better Than Others?

I’ll get right to the point. Our rates beat anything you can get from any retail brokerage or bank. Our loan-to-value is the highest in the market. There is no change of ownership, nor sale of a single share required for this simple asset-based securities portfolio credit line. Your loan is entirely, 100% managed by an accomplished FINRA-registered, licensed advisor from the major household-name brokerage/bank that services your loan program.

April 9, 2019 7:19 PM

Reminder: April 15 for Turning in New Agent Agreement to ABN

April 15 (tax day) is also the deadline for any existing Agent signed to our old agreement to have their new Agent Agreement signed and on file with A. B. Nicholas. Any pre-existing Agent who has not signed by that date, will be removed from the Agent portal and resources and will need to reapply in the future as a new Agent applicant if they should seek to refer clients

April 4, 2019 1:50 PM

Agent Alerts: Client Submission & Fees Rules Effective 4/2/2019

Please note that individuals who were previously covered under any prior A. B. Nicholas agent agreements (pre February 1, 2019) will no longer have access to the Agent Portal and resources as of April 15, 2019, unless they have signed the new Agent Agreement. If you have lost or deleted the new agreement that was sent to you last week, please contact us at [email protected] for a replacement copy. In addition,

April 2, 2019 12:24 PM