

INVESTOR EDUCATION
Characteristics & Risks of Standardized Options also known as the options disclosure document (ODD) and courtesy links to additional investor education resources.
Characteristics & Risks of Standardized Options
Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange-traded options.
Note: Copies of this document may also be obtained from your broker or from any exchange on which options are traded.
Characteristics & Risks of Standardized Options
Other Resources for Investor Education
The information below is being provided strictly as a courtesy. When you link to any of these websites provided here, you are leaving the Western International Securities website. Western International Securities makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issue or any consequence arising out of your access to, or your use of, third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites you are linking to.
SIFMA Path to Investing
SEC Investors Information
FINRA Investor Information
Financial Calculators
529 PLANS
A 529 plan is a college savings plan that allows individuals to save for college on a tax-advantaged basis. Every state offers at least one 529 plan.
Before buying a 529 plan, you should find out about the particular plan and its fees and expenses. You should also consider that certain states offer tax benefits and fee savings to in-state residents. Whether a state tax deduction and/or application fee savings are available depends on your state of residence.
For tax advice, consult your tax professional. For information concerning 529 plans, including information comparing the performance of difference states’ 529 plans, contact your
financial professional.

COMMUNITY OPERATIONAL IMPACT
WIS Sustainable/IMPACT Investing As investors add the third dimension of impact to risk and financial return in their decision making, we expect there to be a considerable ...
LEARN MORE![]() |
INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
![]() |
INSURANCE Quick Links
CPS Insurance Services
|
![]() |
INSURANCE Quick Links
Highland Capital Brokerage
|
![]() |
INSURANCE Quick Links
Producer's Choice Network
|
![]() |
INSURANCE Quick Links
TruChoice Financial Group |
![]() |
ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
![]() |
BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
|
![]() |
FIDELITY clearing & custody solutions QuickLinks
|
![]() |
Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
![]() |
QUICK LINKS
|
![]() |
CONTACT INFO
|
![]() |
QUICK LINKS
Direct Business Processing |
![]() |
QUICK LINKS |
![]() |
QUICK LINKS
FORMS & MANUALS
Direct Business Processing |
![]() |
QUICK LINKS |
![]() |
QUICK LINKS
Trading |
![]() |
QUICK LINKS
COMPLIANCE |
![]() |
QUICK LINKS
COMPLIANCE |
![]() |
QUICK LINKS
Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
WIS: |
![]() |
QUICK LINKS
IT Quick Reference Guide |
![]() |
QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |