World Choice Securities was established in 1992. We are a fully disclosed Broker/Dealer, an Insurance Agency and a Registered Investment Advisor. Over the years, WCS has continued to expand its services and professionals, fast becoming a boutique investment bank. Meeting the demands of our clients is the first order of business. It’s what drives our constant effort to deliver the latest innovations in financial services and allows us to remain focused on measuring success by the satisfaction of our clients. This approach, combined with our senior bankers & advisors professional dedicated assistance to our clients in the areas of wealth management, public finance, private placements, financial advisory services, and corporate restructurings is what sets us apart from others in the industry.
Our Business Philosophy
WCS provides customized solutions in the area of financial services to high-performing entrepreneurs and pioneers of the new-age economy. There is one guiding principle by which we operate, and that is our customer's best interest comes first. By adhering to that rule, our interests are best served in the long-run. We align with our partners to create value by leveraging synergies across our service offerings and be a one-stop-shop for our client needs.
We believe in ESG in short for 'Environmental, Social, and Governance.' It sums up the critical areas in which we must act to protect the natural world, ensure social progress, and improve the organizational governance standards that underpin the development and prosperity of the global economy. At WCS, we integrate ESG analysis into our approach and evaluation of all investment opportunities. It's maturing to business as usual.
WCS is a registered broker-dealer with the U.S. Securities and Exchange Commission. We are members of the following:
Our Team
Brief profiles of our firm's management
Executive
Wealth Management
Angela Chure Fenton
Advisor
CRD# 4178825
Licenses - Series 6, 63
Jiexiong J. Liu
Advisor
CRD# 5192069
Licenses - Series 6, 65, 63
Greg Burge
Advisor
CRD# 4084777
Licenses - 6, 63
Olin Johanssen
Advisor
CRD# 825477
Licenses - Series 7, 65, 63, 1
Donald Allen Gearhart
Advisor
CRD# 219088
Licenses - Series 7, 1, 65, 63, 53, 24
Joseph Finneran
Advisor
CRD# 1045946
Licenses - Series 7, 6, 63, 65
Angela Chure Fenton
Advisor
CRD# 4178825
Licenses - Series 6, 63
Greg Burge
Advisor
CRD# 4084777
Licenses - 6, 63
Donald Allen Gearhart
Advisor
CRD# 219088
Licenses - Series 7, 1, 65, 63, 53, 24
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You're in Good Hands.
Five Points that define WCS to our clients.
An intellectual partner is our clients choice, not just a banker.
Commitment is what transforms our promise into reality.
Integrity is the foundation by which we build successful relationships with our clients.
Clarity takes precedence over opaqueness in communication with our clients.
Driven by passion is what distinguishes us from our peers.