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For more information about Western International Securities, Inc., please visit www.wisdirect.com. WIS is the fifth broker-dealer acquired by Atria since 2017.
Atria's new advisor platform, Unio, which includes critical features like business texting, CRM, business analytics, streamlined account opening, fee-based solutions, personalised dashboards and a client facing portal, Clear1, will be extended to WIS advisors.
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Western International Securities is headquartered in Pasadena, CA, and maintains offices nationwide. Email Me
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The addition of WIS provides independent advisors increased optionality in how they manage their businesses with an expanded set of solutions needed to best serve their clients. 888.566.1482 (Toll Free) Wednesday, May 20, 2020, Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA (more…). Email Kevin The intensely rapid and evolving wealth management landscape is forcing firms to rethink their value proposition and offer greater expertise and choice to their clients," said Doug Ketterer, CEO and founding partner of Atria. New York, NY and Pasadena, CA – May 20, 2020 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it successfully closed the acquisition of Western International Securities… Ketterer initially launched into the financial institutions channel with the acquisition of sister b/ds CUSO Financial Services and Sorrento Pacific Financial, both based in San Diego.
The firm supports financial advisors by delivering comprehensive securities and investment advisory services to their clients.
"The acquisition of WIS is another step forward for our firm, our clients and the financial industry at large. About Western International Securities, Inc.
The strategic acquisition of WIS expands the set of affiliation models available to independent advisors to now include a turnkey branch solution. Media Coverage; Office. Established in 1995, Western International Securities, Inc. is an independent broker-dealer serving over 400 independent financial advisors. The firm supports financial advisors by delivering comprehensive securities and investment advisory services to their clients.
Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth. WESTERN INTERNATIONAL SECURITIES is a Scam. FiComm Partners
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The intensely rapid and evolving wealth management landscape is forcing firms to rethink their value proposition and offer greater expertise and choice to their clients," said Doug Ketterer, CEO and founding partner of Atria. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Broadhaven Capital Partners, LLC acted as exclusive financial advisor to WIS. For more information, please visit www.atriawealth.com. "We are excited to be working with a group of such exceptional wealth management innovators," says Don Bizub, CEO of WIS, who is now a part of Atria's executive leadership team.
Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA. The addition of WIS provides independent advisors increased optionality in how they manage their businesses with an expanded set of solutions needed to best serve their clients. By Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., and Western International Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial advisors with more than $75 billion of assets under administration. Established in 1995, the firm is headquartered in Pasadena, CA, and maintains offices nationwide.