Wisdom Financial

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Note: The following information has not been updated by the vendor since 06/02/05.

Address:	2429 West Coast Hwy Suite 101
	Newport Beach, Ca 91663
Phone # for sales:	800 854 8203
Additional Phone #:	949 548 2021
Fax:	949 548 1995
Website:	www.wisdomfinancialinc.com
Click link to request additional product information.
E-mail address:	info@wisdomfinancialinc.com

CATEGORY: BROKERAGES

General Information | Account Information | Features | Additional Comments

General Information TOP

Brokerage name: Wisdom Financial

Minimum account size: $5000-$10000

Base commission rates: $14-$16

Brief explanation of margin rates, if applicable:

Exchange Minimum

This brokerage has been in business for: N/A

Primary type of broker: Trading System Monitoring

Brief description of services offered:

Wisdom Financial specializes in executing 3rd party trading systems.

Account Information TOP

Types of trading accounts offered:

Full Service
On-Line Full Service
Premium Service
Phone (touch tone) Discount Broker
On-Line Discount Broker

Customers online account information is updated: Up to the minute

Types of trades offerered:

Options
Futures
Indices
Forex

Other trade types: N/A

Types of quotes offered to customers:

Delayed Data
Real-Time

Execution methods offered:

Electronic direct access trading(SOES, SNET and the ISLD ECN)
Online Broker(trade desk)
Wholesaler
Broker

Exchanges covered:

CBOT-Chicago Board of Trade
KCBT-Kansas City Board of Trade
LIFFE-London International Financial Futures Exchange
MATIF-France's Futures & Options Exchange
MEFF-Spain's Futures & Options Exchange
Minneapolis Grain Exchange

Setup or initial costs to set up an account: 0

Features TOP

Types of services offered to customers:

Technical Analysis
Fundamental Analysis
Basic -charts & graphs
Advanced- charts & graphs (technical indicators, ability to change parameters, etc.)
Trading software- charts & graphs (create trading systems, scan and sort based on technical criteria)
Head line news
Unique proprietary stories and news coverage
Portfolio management
Wireless (quotes, alerts, execution, etc.)
Allow naked option writing

Ways customers can access their trading account:

Internet
Telephone
Broker
Mail

Allow stop, limit, and stop limit orders? Yes

Charge extra for stop, limit, and stop limit orders: No

Offer 24 hour customer support: Yes

Offer tax planning advice: No

Additional Comments TOP

Special features included in the service are:

N/A

This broker's service is better than the competition in these areas:

System Management

Types of security precautions taken for customers:

N/A

Communications during systems failures has been assured through:

Redundent back up

The major plans for upgrading the current level of trading service are as follows:

N/A

General Information | Account Information | Features | Additional Comments

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