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.

Investment Options

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

 

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

 

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

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 Comparibility 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

 

 

 

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Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

 

800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599