Who are we?
The most price-efficient and comprehensive databases on the market
Over 700,000 United States registered representatives
The most comprehensive Registered Rep Database on the market
The oldest, most reliable firm in the industry.
Our parent firm was started in 1966 and has been providing data on registered securities reps in the US since 1989. Over 30 years of quiet, uninterrupted service without lawsuits or drama.
Comprehensive data on RIA Frims and BD Firms with officers
Over 700,000 registered reps. More comprehensive than any other similar database on the market.
We can offer our services at a generally lower price and often on better terms than our competitors.
We are able and willing to produce specialized research.
Third party coordination
We are able and willing to work with contractors outside of your organization for your benefit.
Flexible Support Hours
Our technicians can be available at almost any time to support you.
Easy to work with
Sometimes that matters.
Update your data with the latest information and get the tools to keep it clean.
Custom lists to reps/advisors/agents/officers at their work or home. We can help you with postcard mailing or direct you to seasoned professionals for more sophisticated mailings.
We can help you use ads targeted to reps/advisors/agents/officers.
We can help you with targeted telemarketing campaigns.
SIE can find producers within driving distance of your office. SIE makes it quick and easy, Select by firm, too!
SIE can match your database and refresh the information., Qualified Media can send all of the reps at the firms with which we had selling agreements. Great contact information. Very useful.
Mutual Fund Marketing
SIE’s contact info and ability to pre-fill information on forms turbocharges results.
Qualified Media can select your best prospects and suppress reps who have already received a designation.
Qualified Media can provide Advisors who are more likely to be receptive to your client's stock.
SIE displayed on The Sophisticated Investor.
Qualified Media card.
Broker Dealer appearance.
George WeinChief Executive Officer
Terri L. ChiodoVice President
Nelson AdamsSenior Vice President
Frances ShaweraDirector of Business Development
Naresh SharmaDirector Data Hygiene and Development
Renuka KunwarData Development Specialist
NavarajManager Data Hygiene
SabinaData Hygiene Specialist
KalpanaData Hygiene Specialist
ManishaData Entry Officer
ReenaData Hygiene Specialist
MeenukaData Hygiene Officer
Kulpsville PA 19443