What We Offer

NYSE Listed Stocks
NASDAQ Over the Counter
All Other Major Exchanges
Foreign Stocks
Initial Public Offerings
Margin Accounts
Corporate Finance
144 and Other Restricted Securities Sales
Employee Stock Option Plans Preferred Stocks

Municipal
Corporate
Treasury
• Bills
• Notes
• Bonds
•Strips

Mortgage Backed
• CMA
• GMNA
• FNMA

Government Agency
Certificate of Deposit Securities
Structured Note Securities
• Equity Linked Securities

Independent Manager Search
Performance Monitoring and Reporting
Wrap-Fee Accounts
Asset Allocation
Third-Party Managed Accounts
Separately Managed Accounts
Rep as Portfolio Manager Accounts

IRAs/SEPs
Defined Benefit
Defined Contribution
Money Purchase
Profit Sharing
403(b)
401(k)
Solo 401 (k)

Oil and Gas
REITs
1031 Exchange
Equipment Leasing
Managed Futures
Equity Linked Notes

Equity Portfolios 
Taxable Fixed Income Portfolios 
Tax-Free Fixed Income Portfolios

Daily Sweep Accounts 
Money Markets 
Check Writing 
Gold or Platinum Visa Debit Card
Insured CDs 
Automatic Bill Paying Services 
Online Account Access

Fixed Annuities
Variable Annuities
Term Life
Variable Life
Universal Life
Whole Life
Disability
Long-Term Care