Company profile
WallStreet*E Financial Services
- Industry
- Financial Services
- Employees
- 22
- Headquarters
- Coral Gables, Fl
- Founded
- 1995
- LinkedIn followers
- 1,853
- Office locations
- 1
WallStreet*E Financial Services company summary
WallStreet*E Financial Services is a company in the Financial Services industry, headquartered in Coral Gables, Fl, founded in 1995. On LinkedIn the company has around 22 employees and 1,853 followers. Its listed specialties include Independent Broker Dealer, Registered Investment Advisor, Retail Financial Services.
What technology does WallStreet*E Financial Services use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About WallStreet*E Financial Services
WallStreet*E Financial Services is a unique broker dealer and Registered Investment Advisor, singularly positioned to service the brokerage, advisory, custodial, banking and insurance needs of investment professionals and their clients. Through the continuous evolution of its trading technology, rated "Site of the Week" by Barrons and The WallStreet Journal, and among "The Best of the Web" by Forbes and Smart Money, WallStreet*E technologically enables investment professionals, financial institutions and their clients with customizable technology, backoffice and operational support, custody, execution services, investment, risk and compliance management tools. Most significantly, WallStreet*E, uniquely supports the success of investment professionals and financial institutions by providing the right investment tools and solutions from cash management, retirement planning, wealth management to scalable technology platforms to support their operational and backoffice needs. All accounts held by our clearing firm Ridge Clearing & Outsourcing are protected through the Securities Investor Protection Corporation (SIPC) and customers are afforded the benefits under the Securities Investor Protection Act of 1970. SIPC provides protection up to a $500,000 limit, of which $100,000 may be for cash balances. In addition our clearing firm has arranged supplemental account protection through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer which provides "Excess SIPC" protection of Full Net Equity of Securities and Cash, with no limitation on aggregate firm or per customer coverage. The additional securities and cash protection is of the same type and nature as provided by SIPC, but at a higher limit. WallStreet*E Financial Services does not engage in proprietary trading or derivatives activity which would subject your independent practice to added risk.
Specialties
Where is WallStreet*E Financial Services located?
WallStreet*E Financial Services lists 1 location.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
WallStreet*E Financial Services wseinstitutional.com | Financial Services | 22 | 1995 | Coral Gables, Fl |
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Frequently asked questions about WallStreet*E Financial Services
What does WallStreet*E Financial Services do?
WallStreet*E Financial Services is a unique broker dealer and Registered Investment Advisor, singularly positioned to service the brokerage, advisory, custodial, banking and insurance needs of investment professionals and their clients. Through the continuous evolution of its trading technology, rated "Site of the Week" by Barrons and The WallStreet Journal, and among "The Best of the Web" by Forbes and Smart Money, WallStreet*E technologically enables investment professionals, financial institutions and their clients with customizable technology, backoffice and operational support, custody, execution services, investment, risk and compliance management tools. Most significantly, WallStreet*E, uniquely supports the success of investment professionals and financial institutions by providing the right investment tools and solutions from cash management, retirement planning, wealth management to scalable technology platforms to support their operational and backoffice needs. All accounts held by our clearing firm Ridge Clearing & Outsourcing are protected through the Securities Investor Protection Corporation (SIPC) and customers are afforded the benefits under the Securities Investor Protection Act of 1970. SIPC provides protection up to a $500,000 limit, of which $100,000 may be for cash balances. In addition our clearing firm has arranged supplemental account protection through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer which provides "Excess SIPC" protection of Full Net Equity of Securities and Cash, with no limitation on aggregate firm or per customer coverage. The additional securities and cash protection is of the same type and nature as provided by SIPC, but at a higher limit. WallStreet*E Financial Services does not engage in proprietary trading or derivatives activity which would subject your independent practice to added risk.
How many employees does WallStreet*E Financial Services have?
WallStreet*E Financial Services has around 22 employees on LinkedIn.
Where is WallStreet*E Financial Services headquartered?
WallStreet*E Financial Services is headquartered in Coral Gables, Fl.
When was WallStreet*E Financial Services founded?
WallStreet*E Financial Services was founded in 1995.
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