| Name | Title | Contact Details |
|---|
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
CloudPay is the world`s only cloud-based platform for integrated global payroll and payments processing, collaboration and delivery. We believe that collaboration and integration are the only ways to address the complex and valuable challenge of how to manage global payroll and payments. We`re creating market leading technology and using payroll expertise and knowledge to revolutionize payroll and payments for multi-national organizations. CloudPay enables you to improve business performance through greater fiscal control, see people costs through enhanced visibility, assure local and global compliance, and reduce payroll and payment operational costs.
Planned Solutions Inc is a Sacramento, CA-based company in the Financial Services sector.
When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intelligence, we`re newswires, websites, newspapers, apps, newsletters, databases, magazines, and video --including some of the widest-read and most-respected brands, like The Wall Street Journal, Factiva, Barron`s, MarketWatch, Financial News, DJX, Dow Jones Risk & Compliance, Dow Jones Newswires, and Dow Jones VentureSource. Our products inform the discussions and decisions that are vital to the world`s commerce, while our databases make the business world more transparent. We continually develop technology to transform information into insight and prosperity. We enlighten and inspire audiences around the globe with authoritative, differentiated and trusted content.
Alabama Teachers is a family of caring individuals dedicated to strengthening lives through financial partnerships. It is this firm commitment that allows us to embrace the teaching moments of life, because through them we can all learn together. Your savings federally insured to at least $250,000 and backed by full faith and credit of the United States Government. Equal Housing Lender. Must meet membership and credit requirements. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alabama Teachers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Alabama Teachers Credit Union are licensed to transact securities business in AL.