Pershing LLC Wealth Solutions
GPTKB entity
Statements (69)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Wealth_Management
|
| gptkbp:client_base |
high-net-worth individuals
|
| gptkbp:dedicated_to |
client education and empowerment
|
| gptkbp:focuses_on |
client-centric services
|
| gptkbp:founded_in |
1939
|
| gptkbp:has_a_focus_on |
risk assessment
client satisfaction financial independence sustainable investing long-term growth investment diversification |
| gptkbp:has_a_reputation_for |
trust and reliability
|
| gptkbp:has_experience_in |
asset management
|
| gptkbp:has_mission |
empower financial advisors
|
| gptkbp:has_partnerships_with |
gptkb:financial_institutions
|
| gptkbp:has_team |
experienced professionals
|
| gptkbp:headquartered_in |
gptkb:Jersey_City,_New_Jersey
|
| https://www.w3.org/2000/01/rdf-schema#label |
Pershing LLC Wealth Solutions
|
| gptkbp:is_committed_to |
diversity and inclusion
client confidentiality ethical practices |
| gptkbp:is_involved_in |
community outreach
financial technology innovation financial market analysis wealth management consulting |
| gptkbp:is_known_for |
personalized service
technology-driven solutions client-focused approach holistic financial planning |
| gptkbp:is_part_of |
gptkb:BNY_Mellon_Investment_Services
|
| gptkbp:is_recognized_for |
innovative solutions
exceptional client service |
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:leadership |
wealth management industry
|
| gptkbp:offers |
financial planning services
risk management solutions financial literacy programs financial goal setting tax optimization strategies investment research investment education wealth management strategies alternative investment options strategic asset allocation retirement income planning custody services wealth preservation strategies financial product recommendations comprehensive financial services |
| gptkbp:operates_in |
gptkb:United_States
|
| gptkbp:provides |
gptkb:investors
market insights client education investment advisory services financial risk management financial advisory services financial analysis tools portfolio management services compliance support wealth transfer strategies investment performance reporting wealth accumulation strategies |
| gptkbp:provides_access_to |
trading platforms
|
| gptkbp:serves |
financial advisors
|
| gptkbp:subsidiary |
gptkb:BNY_Mellon
|
| gptkbp:supports |
retirement planning
|
| gptkbp:utilizes |
data analytics
|
| gptkbp:bfsParent |
gptkb:Pershing_LLC
|
| gptkbp:bfsLayer |
6
|