SERVICE AND SUPPORT

Personalized Service
At Wedbush Morgan Securities, we pride ourselves on providing value-added service to each of our clients and correspondents throughout the world. Our commitment to providing highly personalized service is the foundation of our consistent growth. We offer our clients the strength and stability they need to grow their business. The Professional Trading Solutions Group (PTSG) of Wedbush Morgan Securities is equally committed to helping organizations develop the infrastructure needed to grow successfully. We tailor our business to every client and use our resources to promote growth within our clients’ organizations.

Dedicated Liaisons
Each PTSG client of Wedbush Morgan Securities is assigned a Liaison who serves as the direct contact and gateway to the many resources of the firm. Our knowledgeable Liaisons are in place to assist our clients in every aspect of their business as it relates the firm. Our Liaisons are trained to be responsive to each client’s needs in a courteous and professional manner. In addition, our Liaisons will coordinate client access to the extensive knowledge, experience and expertise of senior managers across the firm in helping to achieve our client’s business objectives.

New Account Integration
The entire PTSG team works directly with our clients in every aspect of client integration. The team establishes new accounts, coordinates account and asset transfers, and assists in the establishing of any third party interfaces. We work with each client to gain an understanding of their objectives, in order to assist and train them on Wedbush Morgan Securities technologies and services that compliment and address their specific needs.

Taking Your Business to the Next Level
We focus on working with our clients in developing innovative business and trading solutions that evolve as the needs and expectations of our clients evolve.