|
|
 |
| |
|
Home > Financial Services > Stock Brokers > First western advisors
First western advisors
First Western Advisors is a Salt Lake City based full service stock brokerage and investment firm. They offer what many financial service companies cannot which is the independent advantage. Unlike many advisors and brokers, they have the freedom to independently evaluate all the investment options available to find the best solutions to your financial strategy. Their first and only commitment is to you and your financial goals.
They are a Registered Investment Advisor and a member of the Securities Investor Protection Corporation, the National Association of Securities Dealers and the Securities Industries Association.
Their brokerage services enable you to invest on your own, or with the help of an investment professional. In either case, they are committed to providing excellent service.
The privacy policy governs their use to the information, which you provide to them. It does not govern the manner in which they may use information they have obtained from any other source, such as information obtained from a public record or from another person or entity.
They ensure that no unauthorized parties have access to any of your information. They restrict access to non-public personal information about you to those individuals and entities who need to know that information to provide products or services to you.
They use their best efforts to train and oversee their employees and agents to ensure that your information will be handled responsibly and in accordance with this policy. They currently maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
They have developed a Business Continuity Plan on how they respond to events that Significantly disrupt their business. Since the timing and impact of disasters and disruptions is unpredictable, they will have to be flexible in responding to actual events as they occur. With that in mind, they are providing you with this information.
Their business continuity plan is designed to permit their firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Experienced professionals available for consultation including specialists in retirement accounts, SMA accounts, mutual fund wrap accounts, managed accounts, 401K's, stock and option trading, annuities, term, whole, and variable life insurance, retirement planning, asset allocation, college funding and other financial planning strategies. All of your investment and cash management activity is consolidated into one statement, making it easier to manage your finances.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Stock Brokers
|
|
|
|
|
|
|