Office

WIS CORPORATE OFFICE

70 S. Lake Ave.
7th Floor
Pasadena, CA 91101
Ph: 310.846.3700

 

COMMUNITY WIS GIVES BACK

A grounding component at WIS is for our people and capital to give back to the environment and to communities where we work and live. Socially responsible investing...

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INSURANCE Quick Links

Highland Capital Brokerage

 

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Producer's Choice Network

 

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CONTACT INFO
  • Bond Support: 866.746.7075
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Trading

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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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