Advisor Choice Request Form
Advisor Choice Request Form
I, ____________________, request to sell Nationwide New Heights® Fixed Indexed Advisor Name
Annuities (FIAs) through __________________________, an Independent Distribution Independent Distribution Company
Company (IDC). I understand that it is my responsibility to sell only products that my firm has approved.
Advisor Signature
Date
FOR IDC ONLY Advisor Name Broker Dealer Firm Name CRD Verified on Agent Transfer Tool
YES
Business Submission
OBA
Click Here to Check Now
Grid
Expected Six Month Production Advisor NPN (If Known) Click Here to Find NPN
Marketer Name
IDC Principal Signature
Date
Nationwide Restricted B/Ds
Ameriprise AXA Advisors, LLC. AXA Advisors, LLC. (Mony Securities) BBVA Securites Cadaret Grant Cambridge Cetera Financial Group (First Allied, Girard
LPL - FI Division LPL - ID M Financial M&T Securities Mass Mutual Life Merrill Lynch Morgan Stanley MSI Financial NPH Network (Invest, Investment Centers of
Securities & Summit Brokerage Services)
America, National Planning Corp & SII)
Citigroup Citizens Securities Commonwealth CUNA CUSO/Navy Fed CU Fifth Third Securities
Oppenheimer Park Avenue Securities PNC Questar Capital Corporation Raymond James - FID Raymond James - ID RBC Wealth Management RW Baird Securian Signator Stifel Nicolaus Summit Brokerage Services Time Financial UBS USBancorp Voya Financial Advisor, Inc. Voya Financial Partners, LLC. Waddell & Reed Wells Fargo Woodbury Financial Services, INC. World Financial Group (Transamerica/TFG)
Advisor Group
(FSC, SagePoint, Royal
Alliance & Woodbury)
First Allied Securities, INC.
First Tennessee Girard Capital, LLC. Girard Securities, INC. H. Beck Highland Capital Huntington Infinex J.P. Morgan Chase Janney, Montgomery, Scott JB Hilliard Lyons Kestra Financial Key Investments Ladenburg Thalman (Securities America, Investacorp, SSN, KMS Financial & Triad)
Lincoln Financial Network
(Lincoln Financial
Advisors & Lincoln Financial Securities)
(11/17)
You can pre-qualify advisors with the Annexus Agent Check tool on MyAnnexus
I, ____________________, request to sell Nationwide New Heights® Fixed Indexed Advisor Name
Annuities (FIAs) through __________________________, an Independent Distribution Independent Distribution Company
Company (IDC). I understand that it is my responsibility to sell only products that my firm has approved.
Advisor Signature
Date
FOR IDC ONLY Advisor Name Broker Dealer Firm Name CRD Verified on Agent Transfer Tool
YES
Business Submission
OBA
Click Here to Check Now
Grid
Expected Six Month Production Advisor NPN (If Known) Click Here to Find NPN
Marketer Name
IDC Principal Signature
Date
Nationwide Restricted B/Ds
Ameriprise AXA Advisors, LLC. AXA Advisors, LLC. (Mony Securities) BBVA Securites Cadaret Grant Cambridge Cetera Financial Group (First Allied, Girard
LPL - FI Division LPL - ID M Financial M&T Securities Mass Mutual Life Merrill Lynch Morgan Stanley MSI Financial NPH Network (Invest, Investment Centers of
Securities & Summit Brokerage Services)
America, National Planning Corp & SII)
Citigroup Citizens Securities Commonwealth CUNA CUSO/Navy Fed CU Fifth Third Securities
Oppenheimer Park Avenue Securities PNC Questar Capital Corporation Raymond James - FID Raymond James - ID RBC Wealth Management RW Baird Securian Signator Stifel Nicolaus Summit Brokerage Services Time Financial UBS USBancorp Voya Financial Advisor, Inc. Voya Financial Partners, LLC. Waddell & Reed Wells Fargo Woodbury Financial Services, INC. World Financial Group (Transamerica/TFG)
Advisor Group
(FSC, SagePoint, Royal
Alliance & Woodbury)
First Allied Securities, INC.
First Tennessee Girard Capital, LLC. Girard Securities, INC. H. Beck Highland Capital Huntington Infinex J.P. Morgan Chase Janney, Montgomery, Scott JB Hilliard Lyons Kestra Financial Key Investments Ladenburg Thalman (Securities America, Investacorp, SSN, KMS Financial & Triad)
Lincoln Financial Network
(Lincoln Financial
Advisors & Lincoln Financial Securities)
(11/17)
You can pre-qualify advisors with the Annexus Agent Check tool on MyAnnexus
