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Submission: On April 18 via api from AE — Scanned from DE
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top of page Skip to Main Content User CLIENT LOGIN * Home * About Us * Alternative Investments * Public Securities * Cold Calling * Contact Us * Media * News * More Use tab to navigate through the menu items. EXPERIENCE MATTERS To play, press and hold the enter key. To stop, release the enter key. MEMBER: FINRA | MSRB | SIPC We clear through Axos Clearing, LLC a wholely owned subsidary of Axos Financial (Ticker: AX on the NYSE). Axos Bank has over $15 billion in assets. Phoenix Financial Services specializes in alternative investments for high net worth individuals, family offices, and small-to-mid-size institutions. Our investments are intended to complement your existing investment portfolio, whether that portfolio is self-managed or managed by a typical "big box financial firm. REAL ESTATE PROJECTS More Info MARKET ANALYSIS More Info INVESTMENT BANKING More Info REGULATION BEST INTEREST On June 5, 2019, the Securities and Exchange Commission (“Commission”) adopted Regulation Best Interest, which establishes a new standard of conduct under the Securities Exchange Act of 1934 (“Exchange Act”) for broker-dealers and natural persons who are associated persons of a broker-dealer when making a recommendation of any securities transaction or investment strategy involving securities (including account recommendations) to a retail customer. When making such a recommendation to a retail customer, we must act in the best interest of the retail customer at the time the recommendation is made, without placing our financial or other interest ahead of the retail customer’s interests. Below are the links to all relevant information pursuant to Regulation Best Interest. For more information please contact us via Email, Phone or Contact form listed below. CRS FORM FEE SCHEDULE DISCLOSURES * Home * About Us * Alternative Investments * Public Securities * Cold Calling * Contact Us * Media * News * More Use tab to navigate through the menu items. 100 Wall Street, New York, NY 10005 | 150 Motor Parkway, Hauppauge, NY 11788 | 1 E. Broward Blvd., Ft. Lauderdale, FL 33301 NY: (212) 776-4187 LI: (631) 780-5820 FL: (754) 667-4187 Fax: (347) 287-6951 Email: info@phoenixinc.com MSRB FEES DISCLOSURES PATRIOT ACT PRIVACY STATEMENT BUSINESS CONTINUITY PLAN BROKER CHECK The information provided on this website or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Phoenix Financial Services or its affiliates to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this site, constitutes a solicitation or offer by Phoenix Financial Services or its affiliates to buy or sell any securities, options or other financial instruments or provide any investment advice or service. Nothing herein should be regarded as a representation of future performance. Past performance is not indicative of future performance. 2022 Phoenix Financial Services. All rights reserved. bottom of page