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  1. Membership - Financial Services Institute

    FSI is comprised of independent financial advisor members and independent financial services firms who are committed to creating a healthier, more business-friendly regulatory …

  2. Financial Advisor Membership - Financial Services Institute

    FSI financial advisor membership provides an independent financial advisors with advocacy and access to an array of members-only benefits.

  3. Independent Firm Membership - financial services

    FSI firm membership provides an independent financial services firm's home office employees access to an array of members-only benefits.

  4. About Us - Financial Services Institute

    At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members, the independent financial services firms and …

  5. Voice of Independent Financial Service Firms & Financial Advisors

    Our principal goal at FSI is to promote a healthier regulatory environment for independent financial services firms and their affiliated financial advisors through constructive and effective …

  6. Join Now - Financial Services Institute

    Please enter your primary email address, whether or not you are a Financial Advisor, and, if applicable, your CRD number below.

  7. Insurance Affinity Benefits

    As a valued member of FSI, you have exclusive access to a wide range of product and service discounts through our CoveredAdvisor affinity program, with special offers from trusted FSI …

  8. Contact Us - Financial Services Institute

    FSI does not provide financial or investment advice, nor do we sell investment products or services. © 2026 Financial Services Institute, Inc. All rights reserved.

  9. FSI Firm Member List - financial services

    Nov 12, 2025 · To qualify for FSI Firm Membership, applicant must meet the following criteria: Must be a broker-dealer or RIA that is in good standing with FINRA or the SEC/state; and

  10. Financial Services Institute Announces 2025 Board of Directors ...

    Jan 8, 2025 · “As we continue to tirelessly advocate for the independent financial services industry and Main Street Americans’ access to affordable, professional financial advice, I am …