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United States
2013 (13 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know American Heritage Financial, LLC
Company Information
Get to know American Heritage Financial, LLC
American Heritage Financial, LLC is a prominent national Brokerage General Agency (BGA) founded in 2005. The company's mission is to partner with financial professionals and insurance agents by providing them with access to a wide portfolio of life insurance, annuity, long-term care, and disability insurance products from top-rated carriers. They offer comprehensive back-office support, advanced case design, underwriting expertise, and marketing resources to help their partners grow their businesses and effectively serve their clients' needs for wealth preservation and retirement planning.
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