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Get to know sustainable equity research inc.

Sustainable Equity Research (SER) is an independent, boutique equity research firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission. The firm produces high-quality, actionable investment recommendations based on a company’s long-term competitive advantages and a disciplined valuation framework. SER's core philosophy is that incorporating a company’s management of material Environmental, Social, and Governance (ESG) factors leads to a more comprehensive understanding of the business and improved investment decision-making.

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sustainable equity research inc.

Canada

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.