Pershing, LLC

Trade execution & asset custody

www.pershing.com

Shareholders Service Group, Inc.

Discount brokerage services

www.shareholdersgroup.com

Charitable Choices

Select a charitable
organization

www.charitablechoices.org

Give.org

Affiliated with the
council of BBB

www.give.org

AnnualCreditReport.com

No hidden charges

www.annualcreditreport.com

EstatePlanningLinks.com

Privately sponsored site

www.estateplanninglinks.com

SaveWealth.com

Privately sponsored site

www.savewealth.com

American Stock Exchange

Equities, options, ETFs, CE funds

www.amex.com

Boston Stock Exchange

Equities

www.bostonstock.com

Chicago Stock Exchange

Equities

www.chx.com

Chicago Board of Options

Options & futures

www.cboe.com

NASDAQ

Equities

www.nasdaq.com

Intercontinental Exchange

Commodities & currencies

www.theice.com

New York Stock Exchange

Securities

www.nyse.com

New York Mercantile Exchange

Energy, metals

www.nymex.com

Philadelphia Stock Exchange

Equities, options, futures

www.phlx.com

FindLaw

Directory by area & by specialty

www.estateplanning
links.com

Employee Benefits Research Institute

Employee benefits

www.ebri.org

Fannie Mae

Mortgages

www.fanniemae.com

FDIC

Banking

www.fdic.gov

Federal Trade Commission

Consumer protection & fairness

www.ftc.gov

HUD

Housing related

www.hud.gov

Internal Revenue Service

Taxation

www.irs.gov

Medicare

Health

www.medicare.gov

National Ass. of Ins. Commissioners

Insurance

www.naic.org

Financial Industry Regulatory Authority

Securities industry & advisors

www.finra.org

Pension Benefit Guaranty Corp.

Pensions

www.pbgc.gov

Securities Exchange Commission

Securities regulations & markets

www.sec.gov

Securities Investor Protection Corp.

Investor Insurance

www.sipc.org

Social Security Administration

Social security

www.socialsecurity.gov

Bloomberg

General investing

www.bloomberg.com

Closed-End Fund Center

Closed-end mutual funds

www.closed-endfunds.com

ETF Connect

Exchange-traded &
closed-end funds

www.etfconnect.com

American Ass. of Indiv. Investors

General investing

www.aaii.com

Yahoo! Finance

General investing

http://finance.yahoo.com/

Zacks

General investing

www.zacks.com

BillSaver.com

Privately sponsored site

www.billsaver.com

Frugal Living

Privately sponsored site

www.frugalliving.com

The Dollar Stretcher

Privately sponsored site

www.stretcher.com

CFA Institute

Chartered
Financial
Analyst® program

www.cfainstitute.org

CFP Board of Standards, Inc.

Chartered
Financial
Planner™ program

www.cfp.net

State Board of CPA Examiners (NC)

Certified
Public
Accountant program

www.cpaboard.state.nc.us

Paladin Registry

Registry of quality financial advisors

www.paladinregistry.com