Financial Resources Group Investment Services Announces Partnership with The First National Bank of Long Island to Provide In...
January 29 2021 - 8:15AM
Financial Resources Group Investment Services, LLC (Financial
Resources Group) announces their partnership with The First
National Bank of Long Island (First National Bank LI). First
National Bank of LI will transition its retail investment and
investment management division platforms to LPL Financial, the
nation’s largest independent broker-dealer1, and work directly with
Financial Resources Group.
First National Bank LI remains committed to delivering access to
sound financial advice, wealth management offerings and trust
services2 to its customers. Partnering with Financial Resources
Group and LPL Financial enables First National Bank LI to provide
its customers with access to thousands of investment products,
allowing advisors to tailor specifically to each person’s
needs.
“After careful consideration, we chose the LPL platform given
its industry-leading technology, dedication to advisor service, and
client-first approach. The Financial Resources Group partnership
enhances the value of the transition by providing a solid
infrastructure that benefits both First National and our
customers,” states Chris Becker, President and CEO of First
National Bank LI. “We look to continue building on our many years
of success by providing our clients with the high-quality trust
services and investment management options necessary to help them
meet their long-term financial goals.”
“We are excited to work with First National Bank LI, one of the
largest community banks located on Long Island, N.Y., with over $4
billion in total bank assets,” said Mark Stieve, Partner and
Managing Director of Business Consulting and Development of
Financial Resources Group. “Partnering with an organization that
shares our passion for client service and growth is truly exciting.
With similar vision and values, we look to create one of the
premier investment programs in the industry.”
The First National Bank of Long Island joins a list of over 90
financial institutions Financial Resources Group supports as a
company dedicated to helping financial advisors and institutions
grow their businesses.
About Financial Resources Group
Financial Resources Group is based in Fort Mill, SC and provides
customized services to financial advisors to help them grow their
programs and practices that include, but are not limited to
business development, onboarding, marketing support, and
technology. Representatives are registered through
LPL Financial as their broker-dealer. Today,
Financial Resources Group supports over 90 financial institutions
and over 1,000 financial professionals nationwide with more than
$29 billion in brokerage and advisory assets and over $150 million
in revenue. For more information on Financial Resources Group,
visit https://www.financialresourcesgroup.net/
About The First National Bank of Long
Island
The First National Bank of Long Island was founded in 1927 in
Glen Head, N.Y. Through a growing branch network branded as
First National Bank LI, the Bank serves the financial needs of
businesses, professionals, not-for-profits, municipalities and
individuals in Nassau and Suffolk Counties, Long Island, and the
boroughs of Queens, Brooklyn and Manhattan. The First National Bank
of Long Island is the sole subsidiary of The First of Long Island
Corporation. The Corporation is traded on the NASDAQ Exchange under
the ticker symbol FLIC. In 2020, Newsweek named The First National
Bank of Long Island as the “Best Small Bank in the State of New
York.” Visit www.fnbli.com Member FDIC.
About LPL Financial
LPL Financial is a leader in the retail financial advice market
and the nation’s largest independent broker-dealer1. They serve
independent financial advisors, professionals, and institutions,
providing them with the technology, research, clearing and
compliance services, and practice management programs they need to
create and grow thriving practices. LPL Financial enables them to
provide objective guidance to millions of American families seeking
wealth management, retirement planning, financial planning and
asset management solutions.
1 As reported by Financial Planning magazine, June 1996-2020,
based on total revenue.
2 LPL Financial Representatives offer access to Trust Services
through The Private Trust Company N.A., an affiliate of LPL
Financial.
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, member FINRA/SIPC. Financial
Resources Group Investment Services, member FINRA/SIPC, is a
separate entity.
Securities and advisory services are offered through LPL
Financial (LPL), a registered investment advisor and broker/dealer
(member FINRA/SIPC). Insurance products are offered
through LPL or its licensed affiliates. The First National Bank of
Long Island is not registered as a broker/dealer
or investment advisor. Registered representatives of LPL offer
products and services using The First National Bank of Long Island.
These products and services are being offered through LPL or its
affiliates, which are separate entities from and not affiliates of
The First National Bank of Long Island. Securities and insurance
offered through LPL or its affiliates are:
Not Insured by FDIC orAny Other Government
Agency |
Not BankGuaranteed |
Not BankDeposits or
Obligations |
May Lose Value |
Contact Information: |
|
Financial Resources
Group |
The First National Bank
of Long Island |
Bruce Miller |
Laura Ierulli |
bruce.miller@lpl.com |
laura.ierulli@fnbli.com |
704-816-8009 |
516-671-4900 x 7274 |
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