Independent Financial Advice (407) 377-6624 Just a Phone Call Away! Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC. An Advanced Equities Company. LOGIN: First Allied account access |

Request FREE Guide to Our Alternative Investment Offerings & Advanced Investment Strategies Name Email Phone Question 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. Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 Money-purchase pension plan Profit-sharing plan 403(b) 401(k) Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Open-end funds Closed-end funds Networking Dividend reinvestment Asset Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Independent manager search Performance monitoring and reporting Wrap-fee accounts Asset allocation Fee-in-lieu accounts Outside managed accounts Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CMOs Convertible Corporate Municipal Zero coupon Government Securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ginnie Maes Treasury bills Treasury bonds Treasury notes Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . All major exchanges Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fixed annuities Variable annuities Term life Variable life 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 For more information on any of the above investment products and services, please contact us today at (407) 377-6624. · Clean Technology Investments · Real Estate Investment Trusts (REIT) · Real Estate LLCs · Equipment Leasing Funds · Mortgage Funds · Advanced Strategy Financial Planning · Advanced Investment Strategies · Alternative Investments · Asset Management · Retirement Planning · Estate Planning · Insurance Strategies · Defined Benefit Placement · Section 79 Planning · Stocks & Bonds · High Net Worth Individuals · Physicians · Professional Athletes · Self Employed Business Owners · Lottery Winners

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