C
CI-USA
United States
Founded in
1998 (28 Years)
Founded
Last online: No recent activity
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Security Information
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.
Company Information
Get to know CI-USA
Company Information
Get to know CI-USA
CI Private Wealth is the U.S. wealth management division of CI Financial Corp., a global asset and wealth management company based in Canada. Established through a series of strategic acquisitions of leading Registered Investment Advisor (RIA) firms across the United States, CI Private Wealth aims to create an integrated, client-centric national private wealth platform. Its mission is to deliver holistic and personalized financial planning, investment management, and advisory services to help affluent clients achieve their financial goals.
Industry
- Financial Wealth ManagementPRIMARY
- Financial Other Service
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