Investment Options

legacy-investment-options

  • 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
  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access
  • Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment
  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee-in-lieu accounts
  • Outside managed accounts
  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes
  • All major exchanges
  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds
  • Exchange Traded Funds (ETF)