This bid is for investment broker services in Hilton Head Island, Beaufort County, South Carolina.
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What the job is
Services: Provide competitive securities pricing, market information, trade execution, and prompt trade confirmations.
Investments: Treasury bills, notes, and bonds; eligible agency securities; certificates of deposit; and other permitted investments, with maturities limited to five years.
Settlement: Coordinate delivery-versus-payment settlement through the designated custodian.
Qualifications: FINRA membership in good standing, applicable South Carolina registrations, and comparable institutional investment experience.
Pricing: Disclose all commissions, markups, markdowns, spreads, and transaction fees.
Term: Three years, with potential renewals totaling up to three additional years; no guaranteed transaction volume.
XL Eagle