Securities Expertise from CreativeOne

Client One Securities LLC, a wholly owned subsidiary of Creative One, is committed to providing solid products, suitability expertise and marketing support to representatives who operate their businesses with the highest of integrity. Started in January 2011, Client One has quickly grown to more than 80 registered representatives.

Client One has developed a fully integrated digital platform for convenient record retrieval and an SEC-compliant cloud-based support system. We have partnerships with Pershing LLC to provide a cutting edge trading platform and with top carriers to provide representatives with many product options*, including:

  • Variable Products (Variable Annuities, Variable Life, Variable Universal Life)
  • Mutual Funds
  • Fixed Income Products (UITs, Bonds, CDs)
  • Stocks
  • ETFs (Exchange Traded Funds)
  • Advisory Products (Third party money managers, Financial consulting or planning, mutual fund wrap accounts)
  • Fixed Annuities

* Some products require certain licenses. Please verify current licenses with your representative.

Contact one of our experienced representatives to discuss how we can partner with you.