An email signature for financial advisors clients trust with their money
Clients are trusting you with decisions that affect their retirement — your signature should look as considered as your advice. Get your credentials, firm, and required disclosures into one clean layout.
- 4
- templates
- 12
- fonts · 8 colors
- $19
- one-time, lifetime
Four styles. Zero compromises.
The name you typed above, in every template — headshot included.
What every financial advisor’s signature needs
- Your license designations, like Series 7, Series 66, or CFP®, since clients and compliance teams both look for these credentials on official correspondence.
- A firm disclosure line if your broker-dealer or RIA requires one — many compliance departments mandate specific wording that must appear on every outbound email.
- A direct phone line rather than a general office number, because clients calling about a market drop or a time-sensitive transfer want to reach you, not a receptionist.
- A clean, restrained layout — compliance teams at most firms review signature templates, and a busy design with stock-photo graphics is more likely to get flagged and rejected.
Frequently asked questions
Do financial advisors need to list their Series licenses in an email signature?
It depends on your firm's compliance requirements, but many broker-dealers and RIAs require designations like Series 7, Series 66, or CFP® to appear on client-facing communications, sometimes alongside a specific disclosure sentence. Check with your compliance department before finalizing the wording, since requirements vary by firm and by state.
Can I use a fancy template if my firm has compliance review?
Usually not without approval — most compliance teams prefer a simple, text-based layout over heavy graphics or stock photography, since it's easier to review and less likely to misrender in a client's inbox. Start with a clean template and confirm the exact disclosure wording with compliance before you roll it out firm-wide.
What's the most common financial advisor signature mistake?
Omitting the firm-required disclosure line, or burying it in tiny gray text that's technically present but effectively invisible. If your compliance team mandates specific language, it should be legible, not decorative fine print that defeats the purpose of the disclosure.
How it works
Pick a template
Choose from four editorial-quality layouts designed to look great in Gmail, Outlook, and Apple Mail.
Fill in your details
Name, title, links, colors, headshot. The editor shows a live preview as you type.
Copy & paste
One click copies your signature HTML. Paste it into your email client and you're done.
Four designs. One $19.
The others charge $6–12 a month for one look. Siggy is every design, every font, every accent — once.
30-day refund — just reply to your receipt. Free version has everything too, with a small watermark.
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