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
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
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
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
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.
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
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
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”
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
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
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
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.
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
– 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:
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
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
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.
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 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
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,
Recently one of our long-time referral agents here at A. B. Nicholas asked the question: “What’s the point of become ‘certified’? I’ve been sending referrals to you for two years with no issues.” To him, reviewing a compliance training video, going back and studying the website FAQ, and taking a test to confirm his knowledge was just a waste of the $35 testing fee and a useless chunk of his
The mandatory compliance certification for A. B. Nicholas’s currently registered agents is now available for completion online, including registration, video training, and the Certification Test. Current agents who have not registered by April 1, 2019 will not be permitted to refer or receive fees pursuant to any LeverageLine transaction at A. B. Nicholas. We therefore urge all current agents to register as soon as possible. (Future agents will have three
Beginning with our first session on March 21 at 10AM, all current and future referral agents will be required to take one mandatory Compliance and Training session before they will be eligible to receive any fees on their referrals into the ABN LeverageLine securities based credit line program or the OpLine UPREIT/OPU credit line program for UPREIT owners. The webinar will host a guest speaker, one of several licensed lender
Learn more about the stock loan business.
Why an Institutionally Managed, SIPC/FINRA-Member Lending Facility Should Be Your Only Securities-based Credit Line Consideration A nonrecourse, transfer-of-title securities-based stock loan means exactly what it says: You, the title holder (owner) of your stocks or other securities are required to transfer ownership of your securities to a third party before you receive your loan proceeds. The loan is “nonrecourse” so that you may, in theory, simply walk away from your loan