How does the advisor help clients – Key Takeaways:
As a leading financial services firm, WORLD CHOICE SECURITIES, INC. is committed to helping its clients achieve their financial goals. They offer a wide range of services and work with a variety of clients, providing expert financial advice and customized solutions. Here are the key takeaways for how WORLD CHOICE SECURITIES, INC. helps their clients:
- Provides personalized financial advice and solutions
- Offers a comprehensive range of financial services
- Works with various types of clients and their specific needs
- Discloses important information to keep clients informed
- Has a strong reputation and years of experience in the industry
Facts and Insights
WORLD CHOICE SECURITIES, INC. is a well-established financial services firm with a proven track record of success. Their expertise and commitment to their clients have allowed them to become one of the top advisors in the industry. Here are some noteworthy facts and insights about the firm:
- Assets Under Management:
- Total: $1.2 billion
- Individuals and High-Net-Worth Individuals: $800 million
- Institutional Clients: $400 million
- Number of Advisors: 50+
- Years in Business: 25+
Financial Services Offered
WORLD CHOICE SECURITIES, INC. offers a wide range of financial services to their clients, including:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance and Risk Management
Client Types
The firm works with a diverse range of clients, tailoring their services to meet their specific needs and goals. Some of the client types that WORLD CHOICE SECURITIES, INC. serves are:
- Individuals
- High-Net-Worth Individuals
- Small Business Owners
- Institutions
- Trusts and Estates
Fees & Compensation
WORLD CHOICE SECURITIES, INC. is a fee-based firm, meaning they charge a percentage of assets under management as their fee. This fee structure aligns their interests with those of their clients, as their success is directly tied to the performance of their clients’ investments. Please note that fees may vary depending on the services provided and the specific needs of each client.
Background
WORLD CHOICE SECURITIES, INC. was founded in 1995 and has been providing expert financial advice and solutions for over 25 years. The firm is headquartered in New York City and has offices in major financial centers across the United States. They have a team of experienced and knowledgeable advisors who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, WORLD CHOICE SECURITIES, INC. is required to disclose certain information to their clients. Here are some important disclosures to be aware of:
- WORLD CHOICE SECURITIES, INC. is a fee-based firm, meaning they earn compensation from managing their clients’ assets.
- The firm may also receive compensation from third-party service providers, such as custodians or mutual fund companies.
- Some of the advisors at WORLD CHOICE SECURITIES, INC. may be licensed insurance agents and may earn commissions from selling insurance products.
- The firm does not have any disciplinary actions or legal proceedings against them.