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  2. Broadridge Financial Solutions - Wikipedia

    en.wikipedia.org/wiki/Broadridge_Financial_Solutions

    Broadridge Financial Solutions. [1] Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company founded in 2007 as a spin-off from management software company Automatic Data Processing. Broadridge supplies public companies with proxy statements, annual reports, and other financial documents, as well as ...

  3. DriveWealth's New Partnership 'Transforms The Role Of Investors'

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  5. Wells Fargo - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo

    Duke Energy Center in Charlotte, North Carolina home of Wells Fargo Securities [9] [10] Wells Fargo & Company is an American multinational financial services company with a significant global presence. [11][8] The company operates in 35 countries and serves over 70 million customers worldwide. [8]

  6. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    t. e. Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring ...

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  8. Pershing LLC - Wikipedia

    en.wikipedia.org/wiki/Pershing_LLC

    Owner. BNY (2003–present) Website. www.pershing.com. Pershing LLC is an American clearing house. Formed in 1939, Pershing became a subsidiary of The Bank of New York (now BNY) in 2003. Pershing has nearly $1.9 trillion in assets under administration. BNY has more than $35.5 trillion in assets in custody.

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