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
Women advisors are a growing segment within the advisory profession, and this influential audience will continue to experience both growth in numbers and assets under management for the foreseeable future. The Women Advisors Forum thanks for following organizations for their support. For details on sponsorship packages please contact Michael Schott at email@example.com or 212-803-8567.
Ameriprise Financial www.ameriprise.com
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are.
We have over $655 billion in assets under management and administration.
We are a top-10 provider of mutual funds, financial planning, annuities and insurance.
We have more financial planning clients than any other firm.
Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately 5.5 million active investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at www.pershing.com
TD Ameritrade Institutional www.tdainstitutional.com
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.
CFP Board www.cfp.net
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
Charles Schwab Advisor Services advisorservices.schwab.com
For more than 22 years, Charles Schwab has helped advisors deliver an exceptional experience to their clients - an experience that goes beyond just custody and supports an advisor's entire office. You make a difference in your clients' lives. We strive to make a difference in yours.
Fidelity Investments www.fidelity.com
For more than 60 years, through all kinds of market changes, Fidelity has been helping people like you pursue their financial goals. Our private ownership lets us focus on long-term success and stability for our customers.
Interactive Brokers www.interactivebrokers.com
Interactive Brokers is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs. The brokerage trading platform executes and processes trades in securities, futures and foreign exchange instruments on more than 100 electronic exchanges and trading venues around the world.
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, were big enough to offer you powerful resources, but never so big that we dont have time for what matters most: you and your clients.
Our goal isnt to be the firm for everyone its to be the right firm for advisors like you.
Scottrade Advisors Services https://advisor.scottrade.com/
In 2005, Scottrade launched Scottrade Advisor Services, a low-cost provider of custodial and institutional trading services for independent Registered Investment Advisors.
With low commissions, no minimum asset requirements, no enrollment fees, and advanced account management tools, Scottrade Advisor Services provides exceptional value to advisors looking to grow their businesses. Advisors with Scottrade Advisor Services also receive personal service through dedicated relationship teams, while local branch offices provide support without competing with their business.
Scottrade Advisor Services also provides support for hedge funds, trust companies and family offices.