FSI Broker-Dealer members benefit from key areas of value: advocacy, events, education, and resources.
Our principle value proposition for independent broker-dealers and independent financial advisors is advocacy. And advocacy is not a spectator sport. It is involvement, engagement, influence, education and awareness. Get involved.
FSI holds multiple education and networking events throughout the year for home office employees of Broker-Dealer members. Members also have access to on demand web conferences and conference calls on various industry related topics. View events.
Members have access to a multitude of resources and reference materials including the annual Broker-Dealer Performance & Compensation Study, a private online community and reports and white papers. See full list.
FSI Broker-Dealer membership is open to retail broker-dealer firms who serve independent contractor registered representatives and meet the following criteria:
Download our fillable membership application (4 pages in PDF).
In accordance with IRC SEC 6003, 100% of membership dues is estimated for lobbying, and is not deductible. FSI membership dues may not be deducted as a business expense or as a charitable contribution.
If you have any questions, please contact:
Kevin WhiteheadVice President, Corporate Relations770 980-8497e-mail Kevin