FSI Advisor Staff Employee member benefits include:
NOTE: To enroll in the CoveredAdvisor Insurance Benefits, follow these steps:
Click “Join Now!” below and pay your $49 membership fee.
Locate your confirmation email from the Financial Services Institute stating that your dues have been paid.
Go to www.fsibenefits.com to enroll in the CoveredAdvisor Insurance Benefits (STD/LTD/Life/AD&D insurance coverage).
For any questions on how to pay your dues before enrolling in the CoveredAdvisor Insurance Benefits, call us at (888) 373-1840 or email us at email@example.com.
FSI’s new Advisor Staff Employee membership is open to support staff of registered representatives working in retail financial advisory practices. This includes (but is not limited to) registered and non-registered sales assistants, operations, marketing, compliance, technology and administrative staff. Although it is not required that the registered representative be a member of FSI, all staff employee member records must be
affiliated with an advisor record in our database.
To determine whether the advisor you work for is in the FSI database, click here to look up his/her CRD number.
Click the button below to join FSI.
You may also download the application form here.
Annual Advisor Staff Employee dues
In accordance with IRC SEC 6003, 100% of membership dues is estimated for lobbying, and is not deductible. FSI membership dues may not be deducted as a business expense or as a charitable contribution.