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American Portfolios
金融服务
Holbrook,NY 3,573 位关注者
Privately Held Independent Broker/Dealer Servicing Investment Professionals
关于我们
Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.
- 网站
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https://www.americanportfolios.com
American Portfolios的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Holbrook,NY
- 类型
- 私人持股
- 创立
- 2001
- 领域
- Retirement Plan and Investment Consulting、401k、403b、ERISA fiduciaries、financial services、broker/dealer和independent broker/dealer
地点
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主要
4250 Veterans Memorial Hwy.
Ste. 420E
US,NY,Holbrook,11741
American Portfolios员工
动态
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The “summer slide” in academics is a real thing, with previous studies showing the average student loses a significant amount of the prior school year’s learning gains—approximately one month’s schooling. Here are some ways parents can keep their children academically sharp during the summer break. https://lnkd.in/gvzVCubR #Summer #Learning #AmericanPortfolios
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There is a sense of adventure attached to living in the midst of Italy’s historic art and culinary achievements, relaxing on the sunny Mediterranean coast of Spain, or soaking in the Pacific coast of Costa Rica. If you’re contemplating retiring abroad, living out of the country is not only exciting, but can also be less expensive, potentially increasing the life of your retirement nest egg. https://lnkd.in/gmDc7AtW #AmericanPortfolios #Retiring #RetireAbroad
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Excessive debt not only keeps individuals from realizing their long-term financial dreams, but too much debt can also cause a range of health issues, from stress and anxiety to high blood pressure and depressed immune system functioning. https://lnkd.in/gfhpDvXJ #AmericanPortfolios #DebtReduction #Debt
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With another school year coming to an end, these strategies may help parents fund their child's education with money to spare. https://lnkd.in/epvCD3V4 #AmericanPortfolios #School #CollegeFunding
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Happy Mother's Day! “A mother is your first friend, your best friend, your forever friend.” — Amit Kalantri, “Wealth of Words” “A mother is one to whom you hurry when you are troubled.” —Emily Dickinson “A mother’s arms are more comforting than anyone else’s.” — Princess Diana “A mother is the one who fills your heart in the first place.” — Amy Tan, "Saving Fish from Drowning" #Holiday #Mom #AmericanPortfolios
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It's National Small Business Day! As the backbone of our economy, it's important to support small and local businesses. Need more convincing? https://lnkd.in/gbWiJGfW #AmericanPortfolios #SmallBusiness #SupportLocal
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As May is Mental Health Awareness Month, today focuses on recognizing and valuing the mental health of children by increasing awareness and understanding of challenges faced by children and emphasizing the importance of early intervention and prevention strategies. https://lnkd.in/dHZUpd2 #MentalHealth #Children #Awareness
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Despite being surrounded by oceans, 75% of the ocean floor remains unmapped and 90% of marine life is believed to remain awaiting discovery. As scientists survey what lies ahead for ocean exploration, there are four primary areas where the technology will likely advance: autonomous vehicles, instruments and sensors, mechanical engineering and electronics, and software and communications. https://lnkd.in/gMiBWvFG #AmericanPortfolios #Ocean #Future #Exploration
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In recognition of Asian American and Pacific Islander Heritage Month, celebrate the important role that Asian Americans, Native Hawaiians and Pacific Islanders (AANHPIs) have played in our shared history. Learn about the origins, history and significance of this month and individual contributions. https://lnkd.in/evZt-4pv #Holiday #Culture #AmericanPortfolios