

INVESTOR INFORMATION
Important industry links to trusted online resources to include Barron’s, Bloomberg Online and the Wall Street Journal.
Publications
Barron’s
Bloomberg On-Line
Wall Street Journal
Phishing
Phishing is an attempt to steal personal data where a thief sends an email claiming to be from a legitimate business, a government agency, or a financial institution. The website or email often asks you to confirm or update your account information, or may ask for your social security number, credit card information, personal identification number, password or user name, or other sensitive personal information.
The thief then can use your personal information to commit identity theft or other fraudulent activities.
Phishing scams often rely on placing links in email messages, on websites, or in instant messages that seem to come from a service that you trust, like your bank, credit card company, or social networking site. These websites or emails may mimic legitimate ones very successfully.
Western International Securities and their clearing firm, Pershing, LLC, a BNY Mellon company, will never ask you to verify your account or provide confidential information by email. Do not respond to unsolicited emails providing Web links and requesting that you log onto these websites so that you can update your account or log-in information.
If you think your bank or other organization requires your information, call your representative, or type the organization’s Web address into your browser directly.

COMMUNITY WIS GIVES BACK
A grounding component at WIS is for our people and capital to give back to the environment and to communities where we work and live. Socially responsible investing...
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CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
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CPS Insurance Services
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Highland Capital Brokerage
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Producer's Choice Network
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TruChoice Financial Group |
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PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
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Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
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QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
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