Members

FSI has both financial advisor members and broker-dealer members.

Membership in FSI is an investment in the future of your business. In addition to our advocacy on your behalf, if you’re a financial advisor, here’s what’s in it for you:

• Events and education including the Advocacy Summit and Capitol Hill visits, free on-demand Web conferences and podcasts, and members-only quarterly Advisor Briefing calls
• Member communications including FSIVoice, Advocacy Update, Inside FSI, and FSI Newsbrief
• Advocacy tools including direct links on the website to communicate with legislators and regulators, white papers, and issues briefings

 
Join now: online or download a PDF of the  membership application.

Go to the  Financial Advisor section for all the details on membership and its benefits.

If you’re a broker-dealer, here’s what’s in it for you and your home office employees:

• Events and education including OneVoice: FSI Broker-Dealer Conference, the Advocacy Summit and Capitol Hill visits, Web conferences, CEO conference calls, and roundtables and discussion meetings.
• Member communications including FSIVoice, Advocacy Update, Inside FSI, and FSI Newsbrief
• Research and reports including the annual Broker-Dealer Financial Performance and Compensation Study, white papers, model compliance forms, and issues briefings

Join now: download a PDF of the  membership application . View the broker-dealer membership roster.

Go to the Broker-Dealer section for all the details on membership and its benefits.