Socially Responsible Investing
Tabacco Free ~ No Polluting
No Military ~ No Nuclear
Socially Responsible Investing first took root among socially active institutions in the 1920s that wished to screen out investments in alcohol and tobacco.
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Who Web Are
Jill Longo - Registered Representative
Licenses: Series 7, Life Insurance38 Years Experience as a Registered Representative
Jim Larson - Registered Representative
Licenses: Series 7, Series 24, Life Insurance25 Years Experience as a Registered Representative
Who is Western International Securities?
Western International Securities (WIS) was established over 20 years ago to provide an exclusive experience for those in the investment management industry seeking highly customized and personal services to their clients. It is now among the fastest growing independent broker firms and is rapidly expanding across the country with over 400 brokers. Western offers a unique approach to its independent contractor representatives and advisors.
We Provide
Please browse our various bytes of information, and then call if you would like to talk to one of us about financial planning!
Otherwise, eMail us at jlarson@wisdirect.com and we will eMail, fax or regular mail the information you request. We usually respond to eMails within a couple hours.
We do not have a minimum investment level for investing with us.
People we work with
We work with people who need a long term financial plan, and wish to retain the services of a financial professional to help them attain their goals.
People who would like to periodically sit down and talk with a financial professional about their investments.
People who need someone to help discuss and set financial goals and objectives for them.