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As a company, RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.
Choice Benefit Administrators is a Portland, OR-based company in the Financial Services sector.
Caris & Company is one of the leading providers in Financial Services. It is based in Astoria, NY. To find more information about Caris & Company, please visit www.cariscompany.com
HSBC Holdings plc is a British multinational banking and financial services organisation headquartered in London, United Kingdom. It was founded in London in 1991 by The Hongkong and Shanghai Banking Corporation to act as a new group holding company[1][2] The origins of the bank lie in Hong Kong and Shanghai, where branches were first opened in 1865.[3] The HSBC name is derived from the initials of The Hongkong and Shanghai Banking Corporation Limited. HSBC is organised within four business groups: Commercial Banking, Global Banking and Markets (investment banking), Retail Banking and Wealth Management, and Global Private Banking. HSBC has a primary listing on the London Stock Exchange and is a constituent of the FTSE 100 Index. As of 6 July 2012 it had a market capitalisation of £102.7 billion, the second-largest company listed on the London Stock Exchange, after Royal Dutch Shell. It has secondary listings on the Hong Kong Stock Exchange (where it is a constituent of the Hang Seng Index), the New York Stock Exchange, Euronext Paris and the Bermuda Stock Exchange.
Kingdom Advisors is a Atlanta, GA-based company in the Financial Services sector.