An advisor there lost 25% of our retirement portfolio in the span of 4 months.
Wedbush Securities
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Wedbush Securities is a client-driven financial services firm based in Newport Beach, CA, with a global reach. Specializing in wealth management, brokerage, and advisory services, the firm boasts a team of nearly 200 investment professionals dedicated to meeting clients' diverse financial needs.
For institutional and corporate clients, Wedbush Securities offers innovative investment products, investment banking, and fund services to support diversification and growth initiatives. Additionally, the firm excels in global clearing and execution services across all asset classes for broker dealers, trading firms, and professional traders.
Committed to transparency and client satisfaction, Wedbush Securities provides investor-friendly disclosures such as Form CRS Relationship Summary and Regulation Best Interest Disclosures. These resources empower clients to make informed investment decisions aligned with their financial goals and risk tolerance.
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