Pasadena, CA (PRWEB) January 15, 2013
Financial Services Institute (FSI), the influential and highly-regarded advocacy organization developed Councils for its specific disciplines, including investment advisory services. The Investment Advisory Council’s Vice Chair serves as Track Coordinator for the Investment Advisory Services Track at the Broker/Dealer Executive OneVoice conference, as well as leading the Broker/Dealer-only discussion group. The Vice Chair is expected to serve as the Council Chair in the following year.
Throughout 2012, Carolyn selected and coordinated topics and speakers for the upcoming OneVoice meeting to be held in San Diego at the end of this month. In December, 2012, Carolyn was selected to fill the role of Vice Chair for the Investment Advisory Council for 2013.
“We’re extremely pleased to be able to serve our industry and give back to our peers by having Carolyn take on this leadership role for FSI. Her vast experience, knowledge and leadership skills make her well suited for this position.” said Donald Bizub, Chief Executive Officer of Western International Securities. “WIS has over 250 Advisors and is growing its advisory business that is cleared 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 agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western 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.