Investment Options

Our Investment Portfolio

We offer a wide-range of investment opportunities.

Through our affiliation with First Allied Securities, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources.

Stocks

NYSE-listed stocks
NASDAQ over-the counter
All other major exchanges
Corporate finance
Investment banking
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
Profit-sharing plan
403(b)
401(k)

Mutual Funds

Open-end funds
Closed-end funds
Networking
Dividend reinvestment

Unit Investment Trusts

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Bonds

Convertible
Corporate
Municipal
Zero coupon

Government Securities

Ginnie Maes
Treasury bills
Treasury bonds
Treasury notes

Options

All major exchanges

Insurance

Fixed annuities
Variable annuities
Term life
Variable life
Universal life
Whole life
Long-term care

Alternative Investments

REITs
Managed futures

And More . . .

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