Waddell & Reed

Trust Services

Through Pershing Trust Network, you will have access to a corporate trustee to meet the needs of your clients. They will work with you to offer corporate trust services that preserve the advisor/client relationship. Their business models allow them to handle the trust administration for your clients’ trusts while you continue to manage the client relationship and provide investment advice to the trust. This service allows you access to a range of investment options and administration by an experienced trust officer.

Through Securian Trust Company, we offer personal trust services to meet the needs of individuals and their families. Securian offers a comprehensive program that includes your ongoing participation, access to a wide range of investment opportunities and administration by an experienced trust administrative officer. Not only does this offering enhance your estate-planning capabilities, it also gives you the opportunity to retain assets as money is passed from one generation to the next.

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent more than five million active investors. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Börse, Irish Stock Exchange, the London Stock Exchange and the Australian Stock Exchange. Additional information is available at pershing.com. Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation. Trademark(s) belong to their respective owners.