This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
TD Ameritrade Institutional www.tdainstitutional.com
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA
Raymond James www.raymondjames.com
From humble beginnings, Raymond James has grown steadily, inventively and always responsibly to become one of the largest non-bank-owned financial services firms in the country. So, we're big enough to offer you powerful resources, but never so big that we don't have time for what matters most: you and your clients.
Our goal isn't to be the firm for everyone it's to be the right firm for advisors like you.
CFP Board www.cfp.net
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.
MetLife, Inc. www.metlife.com
MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving customers in over fifty countries. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia Pacific, Europe and the Middle East.
*MetLife, Inc. and its affiliates are collectively and singly referred to as MetLife
Pax Ellevate Global Womens Index Fund www.paxellevate.com
The Pax Ellevate Global Womens Index Fund, managed by Pax Ellevate Management LLC, is the result of a partnership between Pax World Management LLC and Ellevate Asset Management LLC, whose principal is Sallie Krawcheck. Pax and Ellevate came together because they share the same vision about the critical role that gender diversity plays in business success over time, as well as the investment opportunity associated with investing in women. Pax has long been a recognized leader in investing in women and advocating for greater representation of women on boards. Ms. Krawcheck, one of the most powerful advocates for women in the financial services industry, was intimately involved in the design and construction of the Pax Ellevate Global Womens Index Fund, as well as the Index upon which it is based, and is not only Chair of Pax Ellevate Management LLC but a trustee of the Fund.
The Options Industry Council www.optionseducation.org
The Options Industry Council (OIC) is an educational organization funded by the nations options exchanges and OCC that has been helping investors understand the responsible use of exchange-traded equity options for over 20 years.
The Options InstituteSM at CBOE www.cboe.com/LearnCenter
The Options InstituteSM at CBOE is recognized worldwide as the leader in options education. We are committed to advancing options and volatility education for financial advisors, institutional portfolio managers, and individual investors at all levels of knowledge. Trusted industry experts with a wealth of options knowledge and experience instill innovative strategies and resources to build knowledge and confidence to trade in one of the most dynamic securities markets today!
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