Sentences with phrase «affiliate offers advisory»

Not exact matches

Fidelity offers advisory solutions through Strategic Advisers LLC a registered investment adviser and wholly owned subsidiary of FMR LLC (collectively with Strategic Advisers and its affiliates, «Fidelity Investments» or «Fidelity»).

While some of the affiliates are authorized or licensed to conduct business in one or more jurisdictions, they are not authorized to offer their investment advisory services in all jurisdictions.

Ric Edelman, Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker / dealer, member FINRA / SIPC.

USAA Managed Portfolios — UMP ® U M P ® (UMP) is an advisory service of USAA Investment Management Company (IMCO), a registered investment adviser, that is offered through its affiliate, USAA Financial Advisors, Inc. (FAIF A I).