Wealth Management
Wedbush Securities is one of the nation’s leading wealth management, brokerage, and advisory firms with nearly 200 investment professionals dedicated to your financial success. We offer a comprehensive suite of wealth management products and financial services for investors of any size or type.
Financial Planning
We are committed to helping clients achieve their financial goals through entrepreneurial, industry-leading investment ideas, products, and services. Wedbush Securities Advisors are some of the most experienced financial planning, retirement planning, and investment professionals in the industry, delivering excellence through service.
Retirement Planning
Wedbush Securities provides comprehensive retirement planning guidance, whether you are just starting to save, nearing retirement, or already retired.
Lending & Checking
Wedbush Securities offers banking tools and services to make managing your finances easier – we provide an array of services for both individual and institutional clients.
- Personal Banking Services
Margin Lending
Clientlink™ Online Accounts - Click for information on the insured deposit program
- Creditplus™ Asset Management Tool
Our Lending and Checking services seamlessly integrate with your financial plan and your Wedbush Securities account management.