Our Financial Consultants are equipped with a wide range of resources to assist you in making your investment decisions. Services and products include securities trading, common or preferred stock, corporate or municipal bonds, treasury and agency issues, mutual funds, options, dividend reinvestment* and more.
These specialized services include:
Online Trading
There are a number of ways to invest money and possibly enjoy a good return. With online trading, you can choose from a full spectrum of investment products to meet your needs using the latest in technology.
Quick, easy transactions
Placing orders is as simple as a toll-free phone call to your Financial Consultant. You will be notified as soon as your order is completed which will also be followed by a written confirmation. And, you can choose to pay for any brokerage transaction with automatic withdrawals from your checking or savings account.
Real-time stock quotes and market information are immediately accessible by calling 1.888.549.3700
A report of your account activity is made available.
Your account activity is reported monthly. All of your investment activity, including all transactions, dividends, bond income, margin interest charges, account position, and available market values are included. Quarterly statements are provided if there is no activity.
Individual help is available to develop your asset allocation plan.
Securities Investor Protection Corporation (SIPC) and Lloyd's of London
Coverage is provided by the Securities Investor Protection Corporation (SIPC). An explanatory brochure is available at www.sipc.org.
*An automatic investment plan does not assume a profit and does not protect against loss in declining markets.
