Western International Securities Hosts 2014 National Conference

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Event brings together Speakers and Advisors from across the country.

Western International Securities recently held its 2014 National Conference at the Terranea Resort in Palos Verdes, California. The event brought together Western Advisors from across the country as well as exhibiters and sponsors from the financial services industry.

CPS Insurance Services kicked off the conference with an Insurance Symposium featuring best-selling author and speaker Dr. Kerry Johnson, author of Behavioral Investing and Mastering the Game.

The conference continued with a distinguished line-up of experts addressing conference attendees. Gene Epstein, Barron’s Economics Editor and former Chief Economist for the New York Stock Exchange spoke on the topic of “What’s Ahead for the U.S. Economy.” In addition, Gail Buckner, a national financial planning spokesperson for Franklin Templeton Investments and former CNBC anchor spoke on the subject of “Social Security: Key Concepts and Sophisticated Strategies to Maximize Benefits.” Additionally, Steven Berglund, Vice President of Practice Management with Pershing LLC offered his perspective on the “Investor of the Future.”

The conference concluded with a program covering such topics as “Facing Cyber Threats in Today’s Business,” by Raymond Aghaian, McKenna Long & Aldridge LLP. Chris Jeppesen, Chief of Advisory Practices at First Trust, focused on the subject of “Client Acquisition: Communicating Your Value,” and the subject of “Navigating the New Fixed Income Markets” was covered by Tony Rodriguez, Managing Director and Co-Head of Fixed Income at Nuveen. Peter Montoya, owner of Peter Montoya, Inc. was also on hand to discuss “Relationship Marketing.”

“Our goal at Western is to help our Advisors navigate through the challenges and intricacies of our industry. I believe our speakers provided us all with valuable information and guidance on how best to achieve that,” said Donald Bizub, Chief Executive Officer of Western International Securities.

Western 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 nationwide.


If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com or
888-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com. Member FINRA and SIPC.

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