May 22, 2018 2:23 PM ET

Capital Markets

Company Overview of Wedbush Securities Inc.

Company Overview

Wedbush Securities Inc. provides securities brokerage and investment banking services. The firm offers mergers and acquisitions, valuation, leveraged and management buyouts, private placements, initial and secondary public equity offerings, fairness opinions, and strategic partnerships advisory services. Additionally, it provides security brokerage, retirement planning, personal banking, securities lending, margin landing, cash management, equity research, and insurance services. It caters to consumer products, financial services, healthcare, and technology sectors. Wedbush Securities Inc. was formerly known as Wedbush Morgan Securities Inc. and changed its name in 2009. The company was foun...

1000 Wilshire Boulevard

Suite 900

Los Angeles, CA 90017-2457

United States

Founded in 1955

Phone:

213-688-8000

Fax:

213-688-6646

Key Executives for Wedbush Securities Inc.

President & Director
Age: 85
Executive VP & CFO
Senior Vice President, Head of Operations and Middle Office Manager
Senior Vice President and Head of Marketing
Head of Capital Markets and Executive Vice President
Compensation as of Fiscal Year 2017.

Wedbush Securities Inc. Key Developments

Al Kluis Will Join the Wedbush, Kluis Commodity Advisors, as Managing Director

Wedbush Securities announced the firm has entered into an agreement to acquire the assets of Wayzata, Minnesota based Kluis Companies LLC, including Kluis Publishing, Lafayette Trading Academy, and Kluis Commodities. As part of the asset acquisition, Al Kluis will join the new Wedbush department, Kluis Commodity Advisors, as its Managing Director.

Dimond Kaplan & Rothstein, P.A. Files FINRA Arbitration Claim against Wedbush Securities Inc. for Energy Securities Losses

Dimond Kaplan & Rothstein, P.A. has filed a FINRA arbitration claim against Wedbush Securities Inc. to recover energy-sector investment losses for an elderly investor.

Wedbush Securities Announces Management Appointments

Wedbush Securities announced the promotion of Natalie A. Svider to Senior Vice President and Marketing Director. In her new role, Natalie will oversee the Marketing Department, along with her continued role in Public Relations. Prior to her new role, Natalie served as the firm's Vice President of Public Relations. Additionally, Millie Khoe has been upped to Vice President, Marketing and Corporate Events Director. Her previous role with the firm was as Meetings and Events Manager. Both are based at the Wedbush Los Angeles Headquarters. Natalie will report directly to Executive Vice President, and Chief Administrative Officer, Don Hultgren. Natalie joined Wedbush in 2016 after running her own consultancy practice where she represented clients in a variety of sectors including entertainment, music, non-profit, cyber security, and social media marketing. Previously, she was a Senior Account Supervisor with global public relations firm, Ruder Finn, where she worked with both private and publically held companies on the agency's roster.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
February 22, 2018
Kluis Publishing, Lafayette Trading Academy and Kluis Commodities of Kluis Companies LLC
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