Wedbush Securities Inc., a diversified independent
financial services provider, has appointed Chris Ellis as Vice President of
Investments based in its office in Pasadena. Ellis, a Certified Financial Planner, is transitioning from CUSO Financial Services, aiming to broaden Wedbush’s influence
in Southern California.
Ellis’s background as a men’s college basketball
manager at Pepperdine University and a women’s college basketball assistant
coach at the University of California, Irvine, uniquely shapes his financial
career.
With experience at CUSO Financial Services, LAPD
Financial Credit Union, and Independent Financial Group, Ellis brings a wealth
of expertise and client-focused dedication, the company noted in a statement
issued today (Friday).
Chris Mone, the EVP and Head of Wealth Management at
Wedbush, emphasized Ellis’s blend of coaching and financial acumen. Mone
underscored the firm’s dedication to assembling top-tier talent, ensuring
personalized financial services tailored to clients’ needs.
Mone mentioned: “Chris’s arrival at Wedbush
underscores our commitment to assembling a team of top-tier talent dedicated to
delivering unparalleled wealth management solutions. His unique blend of
coaching and financial expertise and his designation as a CFP aligns
seamlessly with our approach and reinforces our mission to provide innovative
and personalized financial services.”
Ellis’ Educational Background
Ellis earned a BS in Political Science from
Pepperdine University and a Master of Education from Loyola Marymount
University. Established in 1955, Wedbush Securities provides
clients a wide range of brokerage, wealth management, and investment
banking services.
Last year, Wedbush Securities unveiled its strategic expansion into the foreign exchange
Exchange
An exchange is known as a marketplace that supports the trading of derivatives, commodities, securities, and other financial instruments.Generally, an exchange is accessible through a digital platform or sometimes at a tangible address where investors organize to perform trading. Among the chief responsibilities of an exchange would be to uphold honest and fair-trading practices. These are instrumental in making sure that the distribution of supported security rates on that exchange are effectiv
An exchange is known as a marketplace that supports the trading of derivatives, commodities, securities, and other financial instruments.Generally, an exchange is accessible through a digital platform or sometimes at a tangible address where investors organize to perform trading. Among the chief responsibilities of an exchange would be to uphold honest and fair-trading practices. These are instrumental in making sure that the distribution of supported security rates on that exchange are effectiv
Read this Term prime brokerage industry, marking a
significant departure from its traditional offerings in securities brokerage,
wealth management, and investment banking.
Founded nearly seventy years ago, Wedbush announced
its plans to commence the new services in May 2022, expanding its existing
multi-asset clearing
Clearing
Clearing is a general term that simply means many different things depending on the subject and related industry. Most commonly, this refers to the reciprocal exchange between banks of checks and drafts, and the settlement of the differences, or the total of claims settled at a clearinghouse. In finance and banking, the word clearing has different meanings depending on the more specific business model. Moving checks from the bank where they were deposited to the bank on which they were drawn. Th
Clearing is a general term that simply means many different things depending on the subject and related industry. Most commonly, this refers to the reciprocal exchange between banks of checks and drafts, and the settlement of the differences, or the total of claims settled at a clearinghouse. In finance and banking, the word clearing has different meanings depending on the more specific business model. Moving checks from the bank where they were deposited to the bank on which they were drawn. Th
Read this Term services. The move signified the firm’s commitment to
diversification and growth in response to evolving market demands.
Wedbush onboarded a cadre of seasoned executives
from Jefferies, led by industry veteran Michael Stone, to spearhead its FX
prime brokerage venture. Boasting over three decades of financial services
expertise, Stone assumed the role of Senior Vice President in Wedbush’s fixed income, currencies, commodities, and securities finance divisions.
Wedbush Securities Inc., a diversified independent
financial services provider, has appointed Chris Ellis as Vice President of
Investments based in its office in Pasadena. Ellis, a Certified Financial Planner, is transitioning from CUSO Financial Services, aiming to broaden Wedbush’s influence
in Southern California.
Ellis’s background as a men’s college basketball
manager at Pepperdine University and a women’s college basketball assistant
coach at the University of California, Irvine, uniquely shapes his financial
career.
With experience at CUSO Financial Services, LAPD
Financial Credit Union, and Independent Financial Group, Ellis brings a wealth
of expertise and client-focused dedication, the company noted in a statement
issued today (Friday).
Chris Mone, the EVP and Head of Wealth Management at
Wedbush, emphasized Ellis’s blend of coaching and financial acumen. Mone
underscored the firm’s dedication to assembling top-tier talent, ensuring
personalized financial services tailored to clients’ needs.
Mone mentioned: “Chris’s arrival at Wedbush
underscores our commitment to assembling a team of top-tier talent dedicated to
delivering unparalleled wealth management solutions. His unique blend of
coaching and financial expertise and his designation as a CFP aligns
seamlessly with our approach and reinforces our mission to provide innovative
and personalized financial services.”
Ellis’ Educational Background
Ellis earned a BS in Political Science from
Pepperdine University and a Master of Education from Loyola Marymount
University. Established in 1955, Wedbush Securities provides
clients a wide range of brokerage, wealth management, and investment
banking services.
Last year, Wedbush Securities unveiled its strategic expansion into the foreign exchange
Exchange
An exchange is known as a marketplace that supports the trading of derivatives, commodities, securities, and other financial instruments.Generally, an exchange is accessible through a digital platform or sometimes at a tangible address where investors organize to perform trading. Among the chief responsibilities of an exchange would be to uphold honest and fair-trading practices. These are instrumental in making sure that the distribution of supported security rates on that exchange are effectiv
An exchange is known as a marketplace that supports the trading of derivatives, commodities, securities, and other financial instruments.Generally, an exchange is accessible through a digital platform or sometimes at a tangible address where investors organize to perform trading. Among the chief responsibilities of an exchange would be to uphold honest and fair-trading practices. These are instrumental in making sure that the distribution of supported security rates on that exchange are effectiv
Read this Term prime brokerage industry, marking a
significant departure from its traditional offerings in securities brokerage,
wealth management, and investment banking.
Founded nearly seventy years ago, Wedbush announced
its plans to commence the new services in May 2022, expanding its existing
multi-asset clearing
Clearing
Clearing is a general term that simply means many different things depending on the subject and related industry. Most commonly, this refers to the reciprocal exchange between banks of checks and drafts, and the settlement of the differences, or the total of claims settled at a clearinghouse. In finance and banking, the word clearing has different meanings depending on the more specific business model. Moving checks from the bank where they were deposited to the bank on which they were drawn. Th
Clearing is a general term that simply means many different things depending on the subject and related industry. Most commonly, this refers to the reciprocal exchange between banks of checks and drafts, and the settlement of the differences, or the total of claims settled at a clearinghouse. In finance and banking, the word clearing has different meanings depending on the more specific business model. Moving checks from the bank where they were deposited to the bank on which they were drawn. Th
Read this Term services. The move signified the firm’s commitment to
diversification and growth in response to evolving market demands.
Wedbush onboarded a cadre of seasoned executives
from Jefferies, led by industry veteran Michael Stone, to spearhead its FX
prime brokerage venture. Boasting over three decades of financial services
expertise, Stone assumed the role of Senior Vice President in Wedbush’s fixed income, currencies, commodities, and securities finance divisions.