• Operational Support
  • Clearing and Settlement
  • Compliance Tools
  • Custody Services
  • Billing Services

• Trading Services
  • Best Execution
  • Equity Trading
  • Fixed Income Trading

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events and Workshops
  • Marketing Services
  • Training Services
  • ValueAlliance

• Service Excellence
  • Quality Management Process
  • Reliability

Events and Workshops

A full calendar of national, regional, and web-based events throughout the year helps you keep up with industry trends, get a closer look at Pershing Advisor Solutions' resources, network with peers, and gain direct access to Pershing executives.

• Practice management forums and workshops offer personalized consulting engagements with sought-after industry consultants, as well as networking opportunities with your peers
• Annual INSITE? conference features industry and world leaders analyzing the trends affecting our industry, new developments in global investing and technology, as well as strategies for differentiation in the marketplace
• Professional seminars bring together Pershing and industry experts from leading financial organizations to provide business-building ideas through practical, how-to best practices presentations and discussion. Certified Financial Planner? (CFP?) continuing education (CE) credits may be available

Contact us today to learn about our upcoming events.

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Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC.
Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Trademark(s) belong to their respective owners. For professional use only.