Access to individual equities can be a key component to providing comprehensive investment portfolios. Our ongoing partnership with Pershing LLC, a top brokerage clearing firm, means you will receive exceptional quality brokerage execution and clearing services, along with access to a wide selection of equity investments.
A Full Range of Brokerage Products and Services
- NYSE Listed Stocks
- NASDAQ Over the Counter
- All Other Major Exchanges
- Foreign Stocks
- Employee Stock Option Plans
- Unit Investment Trusts (UITs)
- Exchange Traded Funds (ETFs)
Harness the Power of NetX360®
Through NetX360®, you will have the ability to proactively monitor your clients’ holdings and receive alerts, breaking news, earnings releases, and price/volume moves. In addition, Pershing's innovative ETF Center offers analytic tools and Morningstar research, including searchable, detailed information on more than 1,200 exchange-traded funds and exchange-traded notes. Compare ETFs to individual stocks or mutual funds, screen ETFs using a variety of criteria, and find ETFs based on market performance.