Financial Services Institute (Fsi)

Financial Services Institute (Fsi) company information, Employees & Contact Information

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans. FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.

Company Details

Employees
62
Founded
-
Address
1201 Pennsylvania Ave. Nw,
Phone
+1 888 373 1840
Email
la****@****ces.org
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Washington, DC
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News

Quantum Technologies: Key Strategies and Opportunities for Financial Services Leaders - The World Economic Forum

Quantum Technologies: Key Strategies and Opportunities for Financial Services Leaders The World Economic Forum

Banking in the quantum technologies era: 3 strategic shifts to watch - The World Economic Forum

Banking in the quantum technologies era: 3 strategic shifts to watch The World Economic Forum

Expanding Inclusive Financial Systems Worldwide - Gates Foundation

Expanding Inclusive Financial Systems Worldwide Gates Foundation

Financial Services Modernization Act of 1999 (Gramm-Leach-Bliley) - Federal Reserve History

Financial Services Modernization Act of 1999 (Gramm-Leach-Bliley) Federal Reserve History

The Global Findex Database 2025 - World Bank Group

The Global Findex Database 2025 World Bank Group

The Risks of Generative AI Agents to Financial Services - The Roosevelt Institute

The Risks of Generative AI Agents to Financial Services The Roosevelt Institute

Decentralized finance proposed as alternative to traditional financial services - Federal Reserve Bank of Dallas

Decentralized finance proposed as alternative to traditional financial services Federal Reserve Bank of Dallas

Loans & financial services - American Medical Association

Loans & financial services American Medical Association

Alternative financial services in the time of coronavirus: What you need to know - The Journalist's Resource

Alternative financial services in the time of coronavirus: What you need to know The Journalist's Resource

Financial Services - San Francisco Fed - Federal Reserve Bank of San Francisco

Financial Services - San Francisco Fed Federal Reserve Bank of San Francisco

how-digital-financial-services-are-empowering-women-hendriks - International Monetary Fund (IMF)

how-digital-financial-services-are-empowering-women-hendriks International Monetary Fund (IMF)

Global Findex Database 2021 reports increases in financial inclusion around the world during the COVID-19 pandemic - World Bank Group

Global Findex Database 2021 reports increases in financial inclusion around the world during the COVID-19 pandemic World Bank Group

How Countries Can Expand Access to Digital Financial Services - World Bank Group

How Countries Can Expand Access to Digital Financial Services World Bank Group

Fintech and Financial Services: Delivering for development - World Bank Blogs

Fintech and Financial Services: Delivering for development World Bank Blogs

The role of digital financial services in bridging the SME financing gap - World Bank Blogs

The role of digital financial services in bridging the SME financing gap World Bank Blogs

Could Municipal IDs Facilitate Access to Financial Services? - Federal Reserve Bank of Kansas City

Could Municipal IDs Facilitate Access to Financial Services? Federal Reserve Bank of Kansas City

How can digital financial services help a world coping with COVID-19? - World Bank Blogs

How can digital financial services help a world coping with COVID-19? World Bank Blogs

Digital Financial Services can bring inclusion and growth to Mali - World Bank Blogs

Digital Financial Services can bring inclusion and growth to Mali World Bank Blogs

Forging New Pathways: The next evolution of innovation in Financial Services - The World Economic Forum

Forging New Pathways: The next evolution of innovation in Financial Services The World Economic Forum

How digital financial services can provide a path toward economic recovery in Algeria - World Bank Blogs

How digital financial services can provide a path toward economic recovery in Algeria World Bank Blogs

Reforming Culture and Behavior in the Financial Services Industry:Progress, Challenges, and the Next Generation of Leaders - Federal Reserve Bank of New York

Reforming Culture and Behavior in the Financial Services Industry:Progress, Challenges, and the Next Generation of Leaders Federal Reserve Bank of New York

Expanding digital financial services can help developing economies cope with crisis now and boost growth later - World Bank Blogs

Expanding digital financial services can help developing economies cope with crisis now and boost growth later World Bank Blogs

FSI Unveils Association Group Health Plan Offering, Phase I - lifehealth.com

FSI Unveils Association Group Health Plan Offering, Phase I lifehealth.com

Marc Squires Elected to FSI Board of Directors - lifehealth.com

Marc Squires Elected to FSI Board of Directors lifehealth.com

Mobile Phone Technology Could Expand Equitable Access to Financial Services in Ethiopia - World Bank Blogs

Mobile Phone Technology Could Expand Equitable Access to Financial Services in Ethiopia World Bank Blogs

Primerica Financial Services - New Georgia Encyclopedia

Primerica Financial Services New Georgia Encyclopedia

CAFI: How to improve transparency in climate reporting by the financial services industry - World Bank Blogs

CAFI: How to improve transparency in climate reporting by the financial services industry World Bank Blogs

Inclusion Through Innovation in Financial Services: Winning Over Businesspeople and Consumers in Indonesia - World Bank Group

Inclusion Through Innovation in Financial Services: Winning Over Businesspeople and Consumers in Indonesia World Bank Group

Millions of ‘unbanked’ Americans lack adequate access to financial services - PBS

Millions of ‘unbanked’ Americans lack adequate access to financial services PBS

Fintech: Understanding AI Use in Financial Services - Federal Reserve Bank of St. Louis

Fintech: Understanding AI Use in Financial Services Federal Reserve Bank of St. Louis

Embracing disruption, unveiling the future: The story of digital financial services - World Bank Blogs

Embracing disruption, unveiling the future: The story of digital financial services World Bank Blogs

Financial Services Conference - Consumer Federation of America

Financial Services Conference Consumer Federation of America

AI Maturity in Financial Services - Lessons - I by IMD - imd.org

AI Maturity in Financial Services - Lessons - I by IMD imd.org

How Walmart’s Financial Services Became a Fraud Magnet - ProPublica

How Walmart’s Financial Services Became a Fraud Magnet ProPublica

Expanding Women’s Access to Financial Services - World Bank Group

Expanding Women’s Access to Financial Services World Bank Group

Riding the waves: Navigating the digital landscape in financial services - imd.org

Riding the waves: Navigating the digital landscape in financial services imd.org

Top HR Challenges in the Financial Services Industry - SHRM

Top HR Challenges in the Financial Services Industry SHRM

Financial Services & Infrastructure - Federal Reserve Bank of New York

Financial Services & Infrastructure Federal Reserve Bank of New York

Digital Financial Services - A Powerful Lever to Reduce Poverty and Achieve the SDGs - CIRSD - Center for International Relations and Sustainable Development

Digital Financial Services - A Powerful Lever to Reduce Poverty and Achieve the SDGs CIRSD - Center for International Relations and Sustainable Development

Financial Services in Côte d’Ivoire: Banks Set Aside in Favor of Mobile Money - World Bank Group

Financial Services in Côte d’Ivoire: Banks Set Aside in Favor of Mobile Money World Bank Group

Financial services regulation: Adapting to change - NAO report - National Audit Office

Financial services regulation: Adapting to change - NAO report National Audit Office

The Impact of the Blockchain Goes Beyond Financial Services - Harvard Business Review

The Impact of the Blockchain Goes Beyond Financial Services Harvard Business Review

How to Bring Financial Services to the Poor: Go Digital - World Bank Blogs

How to Bring Financial Services to the Poor: Go Digital World Bank Blogs

Financing Growth: Labour’s plan for financial services - The Labour Party

Financing Growth: Labour’s plan for financial services The Labour Party

UK–EU future relationship: financial services - Institute for Government

UK–EU future relationship: financial services Institute for Government

Top Financial Services Institute (Fsi) Employees

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