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 | Purshe Kaplan Sterling Investments |
| Over 190 Offices Nationwide Working With Institutions, Corporations, Small Businesses & Individuals Over 190 Offices Nationwide |
Albany, NY 12211
(518) 436-3536
View Website
Proudly Serving Your Area
Description:
PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities
In Business Since:
1993
Hours of Operation:
Mon 08:00 AM-05:00 PM
Tue 08:00 AM-05:00 PM
Wed 08:00 AM-05:00 PM
Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:00 PM
Services:
Trust Management
IRA Rollovers
Asset Management
Estate Planning
Financial Planning
Investment Services
Risk Management
Asset & Portfolio Management
Retirement Planning
Tax Planning
Business Financial Services
Corporate Finance
Investment Management
Wealth Management
Commodity Trading Consultants & Advisors
Investment Advisors
Diversification
< Show Less
Specialties:
four essential elements of securities brokerage: trading, operations, compliance and technology.
Areas Served:
Nationwide
Customers Served:
Commercial
Industrial
Residential
Brands:
Fidelity
Most Major Mutual Funds
Products:
International Securities
Money Market Funds
Municipal Securities
SEP Individual Retirement Accounts
Stocks
Tax-Exempt Securities
401(K) Plans
Annuities
Bonds
Individual Retirement Accounts
Mutual Funds
Money Market Accounts
Government Securities
Keogh Plans
Options
Roth Individual Retirement Accounts
Fixed Income Products
Insurance
Municipal Bonds
Rollovers
Stock Options
Tax-Deferred Annuities
Tax-Exempt Bonds
Tax-Free Investments
Tax-Sheltered Annuities
Treasury Bills & Notes;
Trust Accounts
Investments
< Show Less
Certifications & Affiliations:
National Association of Securities Dealers
Securities Investor Protection Corporation
Languages Spoken:
English
Additional Info:
Over 190 Offices Nationwide
Working With Institutions Corporations, Small Businesses & Individuals
Business Categories:
Investment Securities
Financial Management & Consulting
Personal Financial Services
Stock & Bond Brokers
Retirement Planning Consultants & Services
PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities
throughout
the
country,
Purshe
Kaplan
Sterling
Investments
is
an
Albany,
New
York-based
firm,
which
truly
has
a
local
presence
and
a
national
reach.
PKS
is
a
FINRA
registered
broker/dealer
with
access
to
every
major
Investment
Company
and
hundreds
of
Variable
Annuity
products
and
access
to
some
of
the
top
professional
money
managers
in
the
country.
We
partner
with
investment
professionals
who
represent
the
best
in
the
industry
and
now,
with
over
190
branches
across
the
United
States,
PKS
is
recognized
by
our
industry
partners,
clients
and
peers
as
a
premier
broker-dealer
for
successful
investment
executives
and
financial
advisers.
When
you
combine
our
innovative
technology
with
that
supplied
by
our
clearing
firm,
National
Financial
Services,
LLC.,
it
becomes
clear
that
PKS
excels
in
the
four
essential
elements
of
securities
brokerage:
trading,
operations,
compliance
and
technology.
If
you
are
an
investment
professional
looking
for
a
broker/dealer
that
fosters
an
entrepreneurial
environment,
integrated
technology
solutions
that
streamline
business
and
a
generous
compensation
structure,
or
an
investor
looking
for
a
commitment
to
excellence
in
service
and
an
experienced
management
team
with
decades
of
relevant
industry
experience,
PKS
is
your
best
option.
< Show Less
< Show Less
In Business Since:
1993
Hours of Operation:
Mon 08:00 AM-05:00 PM
Tue 08:00 AM-05:00 PM
Wed 08:00 AM-05:00 PM
Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:00 PM
Services:
Trust Management
IRA Rollovers
Asset Management
Estate Planning
Financial Planning
Investment Services
Risk Management
Asset & Portfolio Management
Retirement Planning
Tax Planning
Business Financial Services
Corporate Finance
Investment Management
Wealth Management
Commodity Trading Consultants & Advisors
Investment Advisors
Diversification
< Show Less
Specialties:
four essential elements of securities brokerage: trading, operations, compliance and technology.
Areas Served:
Nationwide
Customers Served:
Commercial
Industrial
Residential
Brands:
Fidelity
Most Major Mutual Funds
Products:
International Securities
Money Market Funds
Municipal Securities
SEP Individual Retirement Accounts
Stocks
Tax-Exempt Securities
401(K) Plans
Annuities
Bonds
Individual Retirement Accounts
Mutual Funds
Money Market Accounts
Government Securities
Keogh Plans
Options
Roth Individual Retirement Accounts
Fixed Income Products
Insurance
Municipal Bonds
Rollovers
Stock Options
Tax-Deferred Annuities
Tax-Exempt Bonds
Tax-Free Investments
Tax-Sheltered Annuities
Treasury Bills & Notes;
Trust Accounts
Investments
< Show Less
Certifications & Affiliations:
National Association of Securities Dealers
Securities Investor Protection Corporation
Languages Spoken:
English
Additional Info:
Over 190 Offices Nationwide
Working With Institutions Corporations, Small Businesses & Individuals
Business Categories:
Investment Securities
Financial Management & Consulting
Personal Financial Services
Stock & Bond Brokers
Retirement Planning Consultants & Services
 |
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