Company Information

Get to know Financial Strategies Institute/Securities America Inc.

Financial Strategies Institute is an independent financial planning and wealth management firm based in Marietta, Georgia. The firm provides personalized financial advice, retirement planning, and investment management services to individuals and families. It emphasizes a client-centric, independent approach to offer tailored strategies. It is important to note that Financial Strategies Institute is a separate entity from Securities America, Inc.; its advisors offer securities through Securities America, Inc. (Member FINRA/SIPC) and advisory services through Securities America Advisors, Inc., which serve as their registered broker-dealer and registered investment advisor, respectively.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Strategies Institute/Securities America Inc.

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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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.