Through our affiliation with First Allied Securities, Inc., we are able to provide a wide-range of diversified financial products.Together, we offer you the objectivity of working with an independent Financial Advisor, in addition to easy access to the world's financial markets and a wealth of investment resources.
Below is a detailed list of financial product offerings through First Allied Securities.
STOCKS
- NYSE-listed stocks
- NASDAQ over-the counter
- All other major exchanges
- Foreign stocks
- Margin accounts
| - Corporate finance
- Investment banking
- 144 and other restricted securities sales
- Employee stock-option plans
|
CASH MANAGEMENT
- Daily sweep accounts
- Money markets
| - Insured CDs
- Online account access
|
RETIREMENT ACCOUNTS
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
| - Defined contribution
- Money-purchase pension plan
- Profit-sharing plan
- 403(b)
- 401(k)
|
MUTUAL FUNDS
- Open-end funds
- Closed-end funds
| - Networking
- Dividend reinvestment
|
UNIT INVESTMENT TRUSTS
ASSET MANAGEMENT
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
| - Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
|
BONDS
GOVERNMENT SECURITIES
- Ginnie Maes
- Treasury bills
| - Treasury bonds
- Treasury notes
|
OPTIONS
INSURANCE
- Fixed annuities
- Variable annuities
- Term life
- Variable life
| - Universal life
- Whole life
- Disability
- Long-term care
|
ALTERNATIVE INVESTMENTS
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
| - Oil & Gas Programs
- Tax Credit Programs
- Real Estate LLC’s
- Mortgage Funds
|
COLLEGE PLANNING
For more information on any of the above investment products and services, please contact us.
