Huntington, New York – Local financial advisor Stephen Davis, of Safe Harbor Asset Management, today announced he has become a member of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to unbiased, affordable financial advice, delivered by a growing network of over 35,000 independent financial advisor members. “I am proud to become a member of the FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Stephen. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients and potential clients the advice they need.”
“We are very pleased to have Stephen as a new member,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Stephen help bring real-life experience to our efforts. We plan to work closely with Stephen as we advocate for independent financial advisors and the hard-working clients they serve.”
About the Financial Services Institute (FSI): FSI is an advocacy organization for independent financial services firms and independent financial advisors. Established in January 2004, we have well over 100 broker-dealer members and over 35,000 financial advisor members. Our member firms have upwards of 180,000 financial advisors affiliated with them. Our mission is to create a more responsible regulatory environment for independent broker- dealers and their affiliated independent financial advisors through effective advocacy, education and public awareness. And our strategy includes involvement in FINRA governance, constructive engagement in the regulatory process and effective influence on the legislative process. For more information, please visit www.financialservices.org.
Well known and highly-esteemed, Stephen has been in financial services for 30 years. With a stellar audited Portfolio Performance History, Stephens' Asset Allocation strategy has consistently outperformed the S&P 500 Total Return Index over the last 3, 5, 7 and 10 year periods ending 12/31/2009 as verified by Absolute Verification Services, according to the Global Investment Performance Standards (GIPS) as instituted by the American Institute of Management and Research *Historical Performance is no assurance of future success*
Investment Advisory Services Offered through Stephen K. Davis Financial Services, LTD. A Registered Investment Advisor. Securities Offered Through American Portfolios Financial Services, Inc. A Registered Broker/Dealer. Member of FINRA/SIPC. Safe Harbor Asset Management and Stephen K. Davis LTD are not affiliated with American Portfolios Financial Services, Inc.