Services

Online Client Access to accounts

Consolidated Statements (on the Pershing platform)

This allows you to see all your accounts on one statement rather than getting multiple statements from different companies.

Products Available

Contact your representative for additional information on these products. Some products require a representative to have certain licenses. Please verify current licenses with your representative.

  • Variable Products (Variable Annuities, Variable Life, Variable Universal Life)
  • Mutual Funds
  • Fixed Income Products (UITs, Bonds, CDs)
  • Stocks
  • REITS
  • ETFs (Exchange Traded Funds)
  • Advisory Products (Third party money managers, Financial consulting or planning, mutual fund wrap accounts)
  • Fixed Annuities

Financial Calculators

Determining your current and future financial needs can be overwhelming to anyone.  But there are a wide variety of calculators to help you, the client, make the right decision for you, your family and your future.  Some of these calculators can help determine the amount of life insurance you may need, determine your net worth or determine how much to contribute to your 401(k).  Please click on the link below to access FINRA’s Financial Calculators.
http://www.FINRA.org/Investors/ToolsCalculators

Financial Glossary

Sometimes it can be confusing when you hear or read about terms unfamiliar to you. You may ask yourself "What is a breakpoint?" or "What does ex-dividend mean?" or "What is the difference between a market order and limit order?". Answers to these and many other questions can be found by clicking on the link below to access FINRA’s Financial Glossary.
http://www.FINRA.org/Glossary/index.htm

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