Western International Securities Managing Director, Carolyn Armitage, Presented At Financial Services Institute Meeting

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One of the industry’s most prestigious meetings, FSI OneVoice was recently held in Orlando, FL

The Financial Services Institute (FSI) brings together the financial services industry’s top leaders annually for their OneVoice Conference. This year, Western International Securities was represented by Carolyn Armitage, one of its Managing Directors who served as a panelist on the Investment Advisory Track session: “Changing Needs of Investors: Articulating Fee-Based Solutions”. Also representing Western at the meeting were CEO, Don Bizub and Managing Director Brad Kaiser.

The session highlighted the changing attitudes and demographic shifts of investors. Carolyn cited the growth of female advisors offering advisory services and trends of female investors. She is also the newest member of the FSI Investment Advisory Council and will be developing and coordinating the investment advisory track for next year’s OneVoice Conference. Carolyn is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA®) and has over 20 years of experience in financial services.

“We’re extremely pleased to have Carolyn on the FSI Investment Advisory Council as well as having her participate as a panelist this year. Her background makes her uniquely qualified to serve on the Advisory Council.” said Donald Bizub, Chief Executive Officer of Western International Securities. Western has over 250 registered representatives and is rapidly growing its business through J.P. Morgan Clearing Corp. and Pershing, LLC.” said Bizub.

Western International Securities is among the largest independent broker/dealers clearing through J.P. Morgan Clearing Corp. Through its clearing relationship with J.P. Morgan Clearing Corp. and Pershing, LLC, the firm is able to provide its Advisors with state-of-the art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices in all major financial centers nationwide.

If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect.(dot)com or
626-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com.


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Ecri Gutierrez
Western International Securities
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