• Year-End RMD Reminder

    By westernadmin | Monday, December 30, 2019

    Please note that December 31, 2019 is the deadline to process all RMDs.  Therefore, today, Monday, December 30, 2019 is the last day to process an RMD via EFT or ACH. (more…)

  • Don Biz Joins The Social Equity Group for SRI Lunch

    By westernadmin | Monday, December 30, 2019

    WIS CEO Don Biz and the advisors of Petaluma, CA-based The Social Equity Group had lunch at the Panama Hotel Restaurant in San Rafael, CA to discuss socially responsible investing (SRI). (more…)

  • Black Diamond – Where Do I Start?

    By westernadmin | Monday, December 30, 2019

    WIS Advisors - Black Diamond has added to their Support Articles the “Advisor Learning Path.”   (more…)

  • Inside WIS: Fixed Income Trading Team

    By westernadmin | Friday, December 27, 2019

    Our latest episode of "Inside WIS" takes you to Long Island, NY, where Mike Bonagura and Mike Amico discuss how they can help you meet all your clients' fixed income needs. (more…)

  • Congress Passes Secure Act of 2019

    By westernadmin | Friday, December 27, 2019

    On December 19, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.  The bill is the most comprehensive (more…)

  • Funday Night Football!

    By westernadmin | Thursday, December 26, 2019

    Mari Brito from our Operations Team and her husband, Ray, headed to the LA Memorial Coliseum to watch the Rams play against the Seattle Seahawks a few Sundays ago.  (more…)

  • WIS Home Office Closing Early on Christmas Eve

    By westernadmin | Tuesday, December 24, 2019

    Due to the early close of the equity and fixed income markets, WIS will be closing at 12:00 p.m. PST today.  Regular hours will resume on December 26. (more…)

  • White Elephant Gift Exchange!

    By westernadmin | Monday, December 23, 2019

    Last Friday our Operations, IT, and Advisory departments held a white elephant gift exchange at the home office.  (more…)

  • Tech Interns Meet for Happy Hour

    By westernadmin | Monday, December 23, 2019

    WIS' tech team along with current and past tech interns got together last night for dinner at Spring Shabu Shabu and Grill in El Monte, CA. (more…)

  • Chris Cerini Takes London!

    By westernadmin | Friday, December 20, 2019

    Director of Advisory Services Chris Cerini touched down in London Town earlier this week and has been getting a tour of the British capital with his mom, Sue, sister-in-law, Chaz (Charlotte), and niece, Liv (Olivia). (more…)

  • Go Bears! Or Is That How It Went…

    By westernadmin | Wednesday, December 18, 2019

    Cary Margolis from our Compliance Team took a quick trip last weekend to watch the Bears play against the Packers.  (more…)

  • Lunch by Benchmark Advisors on Ugly Sweater Day

    By westernadmin | Tuesday, December 17, 2019

    Today was the third annual Ugly Sweater Day here at WIS where our team members got in the spirit of the season and came dressed in their fun and festive holiday ensembles! (more…)

  • Where in the World is… CJ?

    By westernadmin | Thursday, December 12, 2019

    CJ, also known as Chun, our intrepid all-around IT expert and world traveler, has been off again to far-away places.  CJ’s childhood dream has been to journey to Scotland, (more…)

  • Watch Last Week’s Wealthbox Webinar Now!

    By westernadmin | Wednesday, December 11, 2019

    Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice. (more…)

  • WIS Welcomes Albert Aguilera – Registered Representative

    By westernadmin | Tuesday, December 10, 2019

    Albert V Aguilera, a Portfolio Manager, has rejoined Western International Securities (WIS) this past October. Licensed for 23 years, Albert initially began working in brokerage operations (more…)

  • Santa Claus Comes to Town!

    By westernadmin | Monday, December 9, 2019

    CEO Don Bizub spread joy through the halls of the Pasadena headquarters by handing out bottles of fine wine to team members last Friday in honor of the holiday season. (more…)

  • Seeking to Be ‘The Best, Not the Biggest’

    By westernadmin | Monday, December 9, 2019

    With incumbent wealth management firms racing to buy up longtime rivals, a private equity-backed upstart is taking a different approach. (more…)

  • Inland Securities Advisor Forum – Thu, 12/12

    By westernadmin | Monday, December 9, 2019

    On Thursday, December 12 at 11:30 AM PST, Charles Jensen, Senior Vice President at Inland Securities, will be discussing unique and innovative ways that Inland partners with advisors (more…)

  • Hello from Santa Rosa!

    By westernadmin | Wednesday, December 4, 2019

    Don joined WIS Advisors Gerard Gloisten (gray jacket/blue shirt) and Adam Wiatrak (navy sweater) for golf in Santa Rosa last week.  Apparently Don won the wager for best game.  (more…)

  • WIS Welcomes Judith Meyers – Registered Representative

    By westernadmin | Tuesday, December 3, 2019

    "In my 43 years+ in the investment industry as a broker, and 5 years as a sales assistant to 3 brokers, I have extensive experience in the arena of options, private equity, stocks, muni, corporate and high yield bonds. (more…)

  • Happy Anniversary to Doug Zierdt – 20 years!

    By westernadmin | Tuesday, December 3, 2019

    Doug arrived at WIS twenty years ago, after starting in this industry in the late 1970s. Talk about a full life with lots of twists and turns, Doug is a published author of a number of books (more…)

  • Welcome Back, Chris Kennedy!

    By westernadmin | Monday, December 2, 2019

    We are so delighted to welcome Chris Kennedy back to WIS.  Originally, Chris came over in the FWG conversion, then moved on to try out another BD.  (more…)

  • Wealthbox Advisor Forum (Webinar Only) – Thu, 12/5

    By westernadmin | Monday, December 2, 2019

    On Thursday, December 5 at 12:00 PM PST, Wealthbox, WIS' newest CRM technology partner, will be hosting a webinar. Richard Gilliland and Dave Eversfield, two of our own advisors, will be panelists. (more…)