Our investment portfolio
Offering a wide-range of investment opportunities.
Through our affiliation with First Allied Securities, Inc., 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. Below is a detailed list of financial product offerings available through First Allied Securites, Inc.
Stocks
- NYSE-listed stocks
- NASDAQ over-the counter
- All other major exchanges
- Foreign stocks
- Initial public offerings
- 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 plans
- Money-purchase pension plans
- Profit-sharing plans
- 403(b)
- 401(k)
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
- Dividend reinvestment
- ETF's
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
- CMOs
- Convertibles
- Corporates
- Municipals
- Zero coupons
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Insurance
- Fixed annuities
- Equity Indexed 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
- 1031 Exchanges and TIC's
And More . . .
- Educational Savings Accounts, and 529 plans
