PRODUCTS WE SUPPORT

What sets Western apart as an independent broker-dealer is that we support a variety of products so you can help your clients achieve their financial goals.

OUR TECHNOLOGY

  • Fully integrated technology platform across devices
  • Customizable investor portal
  • Collaboration and success tools
  • Self-service brokerage, market data and research tools, instant trading access, and mobile check deposit
  • Paperless e-notifications for new documents
  • Automated client review & reporting
  • Automated Portfolio Analysis & Research
  • Sales & Marketing
  • Customizable single view, giving you the client’s “big picture” in seconds
  • Quickly open accounts online
  • Input client information once, use it to open multiple accounts.
  • Transferring more than 100 clients? We can bulk import your client information.
  • Auto populate PDF forms with your client information
  • New Account forms, Change of Dealer, Account Transfer, Brokerage Accounts, IRA Agreements and more.
  • Document management system can ease the burden of complying with increasingly stringent multi-regulatory rules and retention requirements.

OUR TECHNOLOGY

  • Fully integrated technology platform across devices
  • Customizable investor portal
  • Collaboration and success tools
  • Self-service brokerage, market data and research tools, instant trading access, and mobile check deposit
  • Paperless e-notifications for new documents
  • Automated client review & reporting
  • Automated Portfolio Analysis & Research
  • Sales & Marketing
  • Customizable single view, giving you the client’s “big picture” in seconds
  • Quickly open accounts online
  • Input client information once, use it to open multiple accounts.
  • Transferring more than 100 clients? We can bulk import your client information.
  • Auto populate PDF forms with your client information
  • New Account forms, Change of Dealer, Account Transfer, Brokerage Accounts, IRA Agreements and more.
  • Document management system can ease the burden of complying with increasingly stringent multi-regulatory rules and retention requirements.

GO INDEPENDENT

Contact us to discuss payout rates and packages.

Western International Securities, 70 S. Lake Ave., Suite 700, Pasadena, CA 91101 Corporate: (888) 793.7717 Fax: (626) 793.7075

National Financial Services LLC is an independent company, unaffiliated with Western International Securities, Inc. (WIS) or any other third parties referenced herein. NFS is a service provider to WIS. There is no form of legal partnership, agency affiliation, or similar relationship between WIS and NFS, nor is such a relationship created or implied by the information herein. NFS has not been involved with the preparation of the content supplied by WIS and does not guarantee, or assume any responsibility for its content. 747054.1.0

©2015 Pershing LLC, member FINRA, NYSE and SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing LLC, Western International Securities, Inc. and National Financial Services LLC are separate unaffiliated companies that are not responsible for the products and services of the other. Trademarks, service marks and logos belong to their respective owners. All rights reserved. Used with permission.

GO INDEPENDIENT

Contact Us to discuss payout rates and packages.

Western International Securities, 70 S. Lake Ave., Suite 700, Pasadena, CA 91101 Corporate: (888) 793.7717 Fax: (626) 793.7075

National Financial Services LLC is an independent company, unaffiliated with Western International Securities, Inc. (WIS) or any other third parties referenced herein. NFS is a service provider to WIS. There is no form of legal partnership, agency affiliation, or similar relationship between WIS and NFS, nor is such a relationship created or implied by the information herein. NFS has not been involved with the preparation of the content supplied by WIS and does not guarantee, or assume any responsibility for its content. 747054.1.0

©2015 Pershing LLC, member FINRA, NYSE and SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing LLC, Western International Securities, Inc. and National Financial Services LLC are separate unaffiliated companies that are not responsible for the products and services of the other. Trademarks, service marks and logos belong to their respective owners. All rights reserved. Used with permission.