American Portfolios was conceived by a group of like minded, independent financial service professionals, committed to serving their clients by offering sound financial guidance or planning along with solid investment advice.
As professionals, we will not tolerate or recognize any obligation to market the services or investment products produced by any single company. We understand what it means to seek out and to offer only the best products or services available, without conflict or compromise.
American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm. The firm currently has close to 800 highly seasoned affiliated representatives located in over 200 branch locations throughout the nation.
APFS has created a decidedly competitive presence in the industry as one of the top 50 independent broker/dealers in the country. The firm offers a full range of: 1) non-proprietary investment products, 2) personal services such as insurance planning, retirement, estate and college planning, 3) full service securities brokerage through its clearing relationship with Pershing, LLC and 4) fee based asset management services through parent company subsidiary, American Portfolios Advisors, Inc. (APA).
The financial services industry is dynamic and evolving. Barriers have fallen and investors face an almost unlimited and often confusing variety of financial products and investment choices. We believe we must as financial professionals have access to a diverse selection of unbiased and high quality investment products and services in order to best meet our client's objectives.
American Portfolios Financial Services is committed to its local and global community. We hold ourselves responsible as an organization not only to our customer, but also to the people around us. Since its inception, employees and friends of American Portfolios regularly participate in a number of charitable events that extend beyond simply writing a check to an organization. Whether it is our affiliated professionals organizing child safety fairs in their local communities, or our CEO trekking to the top of Mt. Kilimanjaro with seven handicapped athletes, we are continually looking for ways to contribute in a hands-on manner
We thank you for the opportunity to introduce our company to you. We are proud of what has been accomplished thus far and hope that our vision may be of benefit to you.
Patricia & Gerard Trapp
American Portfolios Advisors, Inc. an SEC Registered Investment Advisor.