Pershing, LLC

AFP clears through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Located in 19 offices worldwide, Pershing services more than 1,150 financial organizations representing over 5 million individual investors. Pershing is the market leader in clearing services for independent broker-dealers executing over 207,500 trades per day.

 

For nearly 70 years, Pershing’s name has been synonymous with high-quality executions. Pershing offers flexible order entry, expert execution and settlement, and technology and resources that translate into prompt, professional trading.

 

Pershing also offers some of the most advanced electronic brokerage platforms available today. With the NetExchange® family of internet based brokerage platforms, you and your client can review account information; place orders; get quotes, news and research; and seamlessly access a variety of industry-leading content in an intuitive, point-and-click environment. You can also manage accounts from virtually anywhere via NetExchange Pro’s mobile offering.

Other Pershing Services

• Cash Management
  
(incl checking, MasterCard & Money Market)

• Mutual Funds
 
 (incl. Fundvest "No Transaction Fee" program)

• Managed Account Solutions
   (SMA's, UMA's, Wrap Accts & more)

• ETF Center:
 
(search and view info on nearly 700 ETF's)

• Lending Solutions
 
(securities based, margin & mortgage)

• Retirement Planning
 
(IRA’s, employer sponsored plans & more)


Investors should carefully consider the investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus, which can be obtained from your investment professional and should be read carefully before investing or sending money. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.

Coming Soon:

HOME OFFICE:

5187 Utica Ridge Road

Davenport, Iowa 52807

563.326.2064

CHICAGOLAND OFFICE:

3250 Lacey Road, Suite 130

Downers Grove, IL 60515

630.407.0400

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