Financial Advisors

FINANCIAL ADVISOR SERVICES

  • Provide your existing and prospective clients with the medallion signature guarantees they need on an immediate basis. 
  • Avoid your prospective clients having to visit banks (where they will be pitched competing products) to obtain their medallion signature guarantees. 
  • Advisor Medallions can provide medallion signature guarantees for all types of transfers, including but not limited to rollovers, share deposits, annuities,  trust transfers, transfers on death, beneficiary designations, new account openings, death-related transfers, 529 plans, etc. 
  • Advisor Medallions aims to complete medallion signature guarantees for your clients within 24 hours of receipt of necessary information. Scroll down to view packages.

ADVISOR Plans

ADVISOR BASIC

$379.00 per month

Includes:

Up to 10 medallion signature guarantees per month at plan pricing

Plan Pricing

  • $50 for transfers valued up to $500k
  • $100 for transfers valued between 500k and $1 million
  • Transfers above $1 million on a quoted basis
  • Add $50 to Plan Pricing for Non-US citizens
  • Document delivery at cost


  • Medallions provided to US and Non-US citizens
  • Dedicated customer service
  • Guaranteed 24 turn-around


Select Plan

ADVISOR GOLD

$1000.00 per month

Includes:

Up to 20 medallion signature guarantees per month at plan pricing

Plan Pricing

  • $50 for transfers valued up to $500k
  • $100 for transfers valued between 500k and $1 million
  • Transfers above $1 million on a quoted basis
  • Document delivery at cost


  • Medallions provided to US and Non-US citizens
  • Dedicated customer service
  • Guaranteed 24 turn-around


Select Plan

ADVISOR Platinum

$2000.00 per month

Includes:

Unlimited medallion signature guarantees per month at plan pricing

Plan Pricing

  • $50 for transfers valued up to $500k
  • $100 for transfers valued between 500k and $1 million
  • Transfer above $1 million on a quoted basis
  • Document delivery cost


  • Medallions provided to US and Non-US citizens
  • Dedicated customer service
  • Guaranteed 24 turn-around*
Select Plan

*subject to timely receipt of documentation from advisor

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