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Details

Over 75 Offices Nationwide Working With Institutions, Corporations, Small Businesses & Individuals

General Info

PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country. We partner with investment professionals who represent the best in the industry and now, with over 462 branches across the United States, PKS is recognized by our industry partners, clients and peers as a premier broker-dealer for successful investment executives and financial advisers. When you combine our innovative technology with that supplied by our clearing firm, National Financial Services, LLC., it becomes clear that PKS excels in t

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 518-436-3536

Extra - 518-638-1060

Address:
80 St Agnes Ln Albany, NY 12211
Email:

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Categories
Investment Management, Estate Planning Attorneys, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Loans, Mutual Funds
Services / Products
Small Businesses, Small Businesses Individuals, Diversification, Corporations, Investment Advisors, Institutions, Individuals, Iras, IRAs
Payment Options
amex, check, debit, discover, master card, money order, visa
Brands
Fidelity, Most Major Mutual Funds
Neighborhood
Bishop's Gate
Data provided by one or more of the following: Thryv, Data Axle, Yext.