06/29/2026 | Press release | Distributed by Public on 06/29/2026 08:09
The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced that CreativeOne Securities has joined as a Firm Member. The firm's membership demonstrates its commitment to FSI's mission of advancing a healthy, business-friendly regulatory environment and promoting investor access to affordable, professional financial advice.
"We are pleased to welcome CreativeOne into FSI membership," said FSI President & CEO Dale Brown. "Our expanding membership underscores the critical importance of FSI's advocacy mission and industry collaboration to secure the profession's sustainability and ensure Americans' access to professional financial advice."
As an FSI Firm Member, CreativeOne will have access to valuable advocacy, education and resources from FSI, including regulatory and legislative analyses; opportunities to engage with policymakers; educational and networking events; industry research and reports; and savings on a variety of business solutions through the FSI CoveredAdvisor Benefits Program.
"FSI membership is an investment in our firm and the future of our industry," said James Clements, President of CreativeOne Securities. "It affords us meaningful opportunities for collaboration and shared insight with the industry. Through FSI, we speak with one voice as an industry to advance our shared priorities of strengthening the independent model and preserving investor access to professional, affordable financial advice."
Learn more about FSI membership and the importance of advocacy in the independent financial services industry.