Entity
  • Financial Services Institute (FSI)

    Created in 2004
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    4,129 5,102
  • Activities

  • Entity types

  • Location

    1201 Pennsylvania Avenue NW STE 700, Washington, DC 20005, USA

    Washington

    United States of America

  • Employees

    Scale: 11-50

    Estimated: 54

  • Engaged corporates

    5
    0 4
  • Added in Motherbase

    2 years, 5 months ago
Description
  • Value proposition

    Voice of Independent Financial Services Firms and Independent Financial Advisors

    The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.

    At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.

    FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members.

    Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.

  • Voice of Independent Financial Service Firms & Financial Advisors

    Membership in FSI is an investment in the future of your business. Join Now

  • https://financialservices.org/
Corporate interactions BETA
Corporate TypeTweets Articles
Investment Company Institute
Investment Company Institute
Non-profit Organizations
Investment Company Institute
Non-profit Organizations
Other

19 Jun 2024


Visa
Visa
Finance, IT Services and IT Consulting
Visa
Finance, IT Services and IT Consulting
Other

3 May 2017


Nasdaq
Nasdaq
Finance, Financial Services
Nasdaq
Finance, Financial Services
Other

29 Nov 2018


Allianz X
Allianz X
Insurance, Venture Capital and Private Equity Principals
Allianz X
Insurance, Venture Capital and Private Equity Principals
Not capitalistic
Partnership
Not event

9 Aug 2021


LSEG Data & Analytics
LSEG Data & Analytics
IT services, Financial Services
LSEG Data & Analytics
IT services, Financial Services
Other

5 May 2022


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