Atria’s WIS Opens Downtown San Jose Office
Firm expands turnkey wealth management program with Silicon Valley location Pasadena, CA — July 29, 2021 — Western International Securities, Inc. (WIS),...
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WIS 2021 Market Closure Calendar
| YEAR | HOLIDAY NAME | OBSERVED | STATUS |
| 2021 | New Year’s Day | January 1, 2021 – Friday | Closed |
| 2021 | Martin Luther King, Jr. Day | January 18, 2021 – Monday | Closed |
| 2021 | Presidents’ Day | February 15, 2021 – Monday | Closed |
| 2021 | Good Friday | April 2, 2021 – Friday | Closed |
| 2021 | Memorial Day | May 31, 2021 – Monday | Closed |
| 2021 | Independence Day | July 5, 2021 – Monday † | Closed |
| 2021 | Labor Day | September 6, 2021 – Monday | Closed |
| 2021 | Thanksgiving | November 25, 2021 – Thursday | Closed |
| 2021 | Day After Thanksgiving Day | November 26, 2021 – Friday ‡ | Open, 9:30 – 1:00 pm |
| 2021 | Christmas Day | December 24, 2021 – Friday † | Closed |
| 2022 | New Year’s Day | December 31, 2021 – Friday † | Closed |
| † Indicates the stock exchange is closed on a different day than the official date on which the holiday is typically | |||
| celebrated. This is typically the case when a holiday falls on a non-business day. | |||
| ‡ Indicates that the stock exchange has special hours due to a holiday rather than a full closure. | |||
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INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
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INSURANCE Quick Links
CPS Insurance Services
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INSURANCE Quick Links
Highland Capital Brokerage
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INSURANCE Quick Links
Producer's Choice Network
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INSURANCE Quick Links
TruChoice Financial Group |
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ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
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BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
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FIDELITY clearing & custody solutions QuickLinks
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Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
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Direct Business Processing |
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FORMS & MANUALS
Direct Business Processing |
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QUICK LINKS |
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Trading |
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COMPLIANCE |
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COMPLIANCE |
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Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
WIS: |
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QUICK LINKS
IT Quick Reference Guide |
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QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |