Services of First Allied
Through our affiliation with First Allied, 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 through First Allied.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
- Defined Benefit
- Money-purchase pension plan
- Profit-sharing plan
- Deferred Compensation
- Non Qualified Plan
- Section 79
- 403(b)
- 401(k)
- 457
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
- Dividend reinvestment
Unit Investment TrustsAsset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Bonds
- CMOs
- Convertible Bonds
- Corporate Bonds
- Municipal Bonds
- Zero coupon Bonds
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Options
- All major exchanges
Insurance
- Fixed Annuities
- Equity Index Annuities
- Variable Annuities
- Term life
- Return of Premium Life
- Variable life
- Universal life
- Equity Index 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
And More . . .
- Education and 529 plans