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Form CRS Customer Relationship Summary PERSHING ADVISOR SOLUTIONS LLC.JUNE 30, 2020Pershing Advisor Solutions LLC (Pershing Advisor Solutions) is registered with the Securities and Exchange Commission
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The Pershing Advisor Solutions form is typically needed by individuals or entities who wish to avail of advisory services provided by Pershing or its affiliated advisors.
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This may include individual investors, businesses, institutions, or any entity seeking professional financial advice and assistance.
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The Pershing Advisor Solutions form is a documentation required for financial advisors to report various client-related information to ensure compliance with regulatory standards and internal policies.
Financial advisors and wealth management firms utilizing the services of Pershing Advisor Solutions are required to file the form.
To fill out the Pershing Advisor Solutions form, advisors should gather necessary client and account information, complete the required sections of the form accurately, and submit it according to the instructions provided by Pershing.
The purpose of the Pershing Advisor Solutions form is to facilitate the collection of essential data for compliance, reporting, and to maintain accurate records for regulatory oversight.
The information that must be reported typically includes client identification details, account numbers, transaction records, and other pertinent financial data.
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