Financial Services Institute

Financial Services Institute

Financial Services, , District of Columbia, Washington, United States, 11-50 Employees

financialservices.org

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Who is FINANCIAL SERVICES INSTITUTE

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and serv...

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  • Washington, District of Columbia, United States Headquarters: Washington, District of Columbia, United States
  • 2004 Date Founded: 2004
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6411 | NAICS Code: 813319 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FINANCIAL SERVICES INSTITUTE

Financial Services Institute Org Chart and Mapping

Employees

Tiffany Boykin

Member Services Administrator

Kathryn Anderson

Vice President, Corporate Relations

Lance Bohne

Private Wealth Advisor

Regan Solomon

Communications and Member Engagement Coordinator

Wanda Blevins

Director, Customer Relations Systems & Revenue

Hanna Laver

Director of Legislative Affairs & Senior Counsel

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Frequently Asked Questions Regarding Financial Services Institute

Answer: Financial Services Institute's headquarters are located at , District of Columbia, Washington, United States

Answer: Financial Services Institute's phone number is +18*********

Answer: Financial Services Institute's official website is https://financialservices.org

Answer: Financial Services Institute's revenue is $25 Million to $50 Million

Answer: Financial Services Institute's SIC: 6411

Answer: Financial Services Institute's NAICS: 813319

Answer: Financial Services Institute has 11-50 employees

Answer: Financial Services Institute is in Financial Services

Answer: Financial Services Institute contact info: Phone number: +18********* Website: https://financialservices.org

Answer: The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSIs total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.

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