FSI Welcomes San Blas Securities as New Firm Member

The addition reinforces FSI’s role as the leading voice for the independent financial services industry

The Financial Services Institute (FSI), the leading advocacy organization for independent financial services firms and independent financial advisors, today announced that San Blas Securities has joined as a Firm Member. The firm’s membership demonstrates a commitment to FSI’s mission of advancing a healthy, business-friendly regulatory environment and promoting investor access to affordable, professional financial advice.

“I am pleased to welcome San Blas to our strong coalition of Firm Members,” said FSI President and CEO Dale Brown. “Their partnership strengthens the unified voice we bring to policymakers as an industry. The engagement of our members from across the industry is vital to the success of our advocacy efforts.” 

As an FSI Firm Member, San Blas 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 discounts on a variety of business solutions through the FSI CoveredAdvisor Benefits Program.

“We are proud to join the Financial Services Institute and align with an organization that plays a critical role in advocating for independent firms and financial advisors,” said Alex Mckenzie, Chief Executive Officer at San Blas Securities. “At San Blas Securities, we believe that a thoughtful, business-friendly regulatory environment is essential to expanding access to high-quality financial advice. We look forward to actively engaging with FSI and contributing to the advancement of our industry.”

To learn more about FSI membership and the importance of advocacy in the financial services industry, visit https://financialservices.org/membership.