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Spectrum Global Fund Administration is a Chicago, IL-based company in the Financial Services sector.
Self-Help Credit Union is a Durham, NC-based company in the Financial Services sector.
Equitable, the brand name of Equitable Holdings Inc., is one of America`s leading financial services companies. Founded originally in 1859*, the company`s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) a MONY Life Insurance Company of America (MLOA), an AZ stock company headquartered in Jersey City, NJ, AXA Advisors, LLC (member FINRA, SIPC) and AXA Distributors, LLC. AXA Distributors, LLC (“ADL”) is the wholesale distribution company of AXA Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. ADL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by AXA Equitable Life Insurance Company (NY, NY) and MONY Life Insurance Company of America. ADL has more than 400 employees working with over 650 distribution partners and AXA Advisors, LLC the company`s retail distribution organization. ADL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers.
Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.