“Our National Conference provides Western Advisors with a great opportunity to interact with fellow Advisors and to hear from a distinguished group of speakers from across our industry, ” said Donald Bizub, CEO of Western International Securities
Pasadena, CA (PRWEB) June 21, 2016
Western International Securities, a leading independent broker-dealer, will hold its National Conference August 28 - 31, 2016 at the Terranea Resort in Palos Verdes, California. The event will once again bring together Western Advisors from across the country, as well as numerous exhibitors and sponsors from the financial services industry.
This year’s conference will feature guest speaker Dale E. Brown, the founding president and CEO of the Financial Services Institute (FSI). Dale has more than 25 years of association management experience with broad leadership in government relations and constituent advocacy. He leads FSI’s advocacy strategy, interacting frequently with regulators and policymakers in Washington, D.C.
Also speaking at this year’s conference is Michael Pachter, Managing Director and Equity Research Analyst at Wedbush Securities. Michael has been with Wedbush for over 16 years and provides coverage of the entertainment software, entertainment retail, movies and entertainment sectors.
In addition, this year’s conference will feature as guest speaker, Jurrien Timmer, Director of Global Macro at Fidelity Investments. Jurrien supports the asset allocation process of Fidelity’s Global Asset Allocation group and is responsible for analyzing market trends as well as synthesizing investment perspectives across Fidelity’s investment teams.
The conference will also include a variety of breakout sessions. These breakout sessions will cover such timely topics as the new DOL Fiduciary Rule, Cyber Security and Managed ETF Strategies.
“Our National Conference provides Western Advisors with a great opportunity to interact with fellow Advisors and to hear from such a distinguished group of speakers from across our industry, ” said Donald Bizub, Chief Executive Officer of Western International Securities.
Through its clearing agreements with Fidelity Clearing & Custody SolutionsSM (and broker/dealer National Financial Services LLC), Pershing LLC and Wedbush Securities, Western is able to provide its Advisors with the financial services and support they need to grow their business effectively. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.
Fidelity Clearing & Custody Solutions and National Financial Services LLC (a member of NYSE and SIPC) are independent organizations not affiliated with the other parties mentioned above. Pershing LLC, a member of FINRA, NYSE and SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Wedbush Securities, a member of FINRA, NYSE and SIPC, is the largest subsidiary of holding company WEDBUSH, Inc.
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.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity Investments does not provide advice of any kind. You should conduct your own due diligence and analysis based on your specific needs.
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Fidelity Clearing & Custody SolutionsSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.