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Become an

Investment Distribution Professional

- Step 1 of 2

CRD#

Number of Years in Industry *

Referrer *

If no individual referred you, say you heard about it from media, Linkedin or other.

Profile Questions

We appreciate you joining, please tell us about your interest in FLX. *

Want to represent multiple asset managers
Want access to non investment related solutions to assist my clients and their businesses
Want to better control my financial future
Want to be a part of something that changes the industry
Want access to interesting value add offerings to help my business
Want access to differentiated investment content

How do you build new relationships? (Choose 2) *

Through cold calls
Through digital campaigns
Through existing relationships
Through social media
Through structured process
Through centers of Influence

When you schedule out the work week, what do you prioritize? (Choose 1) *

Have you ever worked with a multi-boutique platform? *

To provide you relative information, which job descriptions below would most describe your background *

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Last Name *

Job Title

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About Us

What is FLX Distribution?

A Resource & Asset Management Platform [RAMP] providing traditional distribution solutions combined with sharing economy concepts across three distinct markets.

Contact us

Bernardsville
New Jersey 07924

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