Sponsorship Information
PRESENTING SPONSOR Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate…
PRESENTING SPONSOR
Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate of Pershing LLC and a leading custodian to independent registered investment advisors and dually-registered advisors working in conjunction with many of Pershing LLC’s introducing broker-dealer customers. Pershing LLC (member FINRA/NYSE/SIPC), a BNY Mellon company, is committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Through an innovative custody platform, Pershing Advisor Solutions delivers superior expertise and scalable and customizable solutions to help independent registered investment advisors manage and grow their businesses. Additional information is available at www.pershingadvisorsolutions.com.
NATIONAL SPONSOR
Since 2001 American Portfolios Financial Services, Inc. (APFS)—a member FINRA/SIPC firm—has grown to become one of the premier broker/dealer firms in the independent space. As a full-service independent broker/dealer, APFS supports its affiliated colleagues—financial advisors who run their practices as business owners—by providing them with non-proprietary investment products; industry leading brokerage services support through Pershing, LLC; and a flexible, open architecture advisory platform through the company’s advisory group, American Portfolios Advisors, Inc. (APA), an SEC registered investment advisor. Affiliated colleagues also benefit from an advisor-centric technological infrastructure and a dedicated service team for on-hand, day-to-day back-office assistance and engaged practice management support.
What’s more, every affiliated representative and employee at the firm has the ability to earn ownership in the company while building his or her future in the business. By bringing together the most expert and imaginative people in a culture that embraces technology and with the courage to think independently, American Portfolios is creating true value in its services, its affiliated financial practices and the company. More information about American Portfolios can be found at www.americanportfolios.com.
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