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Equities

Access to individual equities can be a key component to providing comprehensive investment portfolios. Our ongoing partnership with Pershing LLC, a top brokerage clearing firm, means you will receive exceptional quality brokerage execution and clearing services, along with access to a wide selection of equity investments.


A Full Range of Brokerage Products and Services

  • Stocks
  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • All Other Major Exchanges
  • Foreign Stocks
  • Employee Stock Option Plans
  • Unit Investment Trusts (UITs)
  • Exchange Traded Funds (ETFs)

Harness the Power of NetX360®

Through NetX360® you will have the ability to proactively monitor your clients’ holdings and receive alerts, breaking news, earnings releases and price/volume moves. In addition, Pershing's innovative ETF Center offers analytic tools and Morningstar research, including searchable, detailed information on more than 1,200 exchange-traded funds and exchange-traded notes.  Compare ETFs to individual stocks or mutual funds, screen ETFs using a variety of criteria and find ETFs based on market performance.