Investment Options
Investment Options
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 through First Allied.
Alternative Investments
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
- Oil & Gas Programs
- Tax Credit Programs
- Real Estate LLC's
- Mortgage Funds
Asset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Insurance
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
- Dividend reinvestment
Stocks
- 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
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Unit Investment Trusts
Retirement Accounts
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
- Defined Contribution Plans
- Defined Benefit Plans
- Money-purchase pension plan
- Profit-sharing plan
- 403(b) & 401(k)
- Cash Balance Plan
- New Comparability Plans
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Bonds
- CMOs
- Convertible
- Corporate
- Municipal
- Zero coupon
Investment
Monitoring
- eMoney-
Education Plans
- 529 Plans