Broker Check

Brokerage Services

McKinley Financial investment advisor representatives are registered representatives of First Allied Securities and are able to offer a full suite of investment brokerage services. First Allied Securities provides our clients access to a range of investment solutions, including mutual funds, variable annuities, non-traded real estate investment trusts, alternative investments, fixed income solutions and more. The following brokerage services and account types are available through First Allied Securities:


  • NYSE Listed Stocks
  • NASDAQ Over the Counter
  • All Other Major Exchanges
  • Foreign Stocks
  • Margin Accounts
  • Corporate Finance
  • 144 & Other Restricted Securities Sales
  • ETFs

Alternative Investments

  • REITs
  • Equipment Leasing
  • Equity Linked Notes

Retirement Accounts

  • IRAs/SEPs
  • Defined Benefit
  • Defined Contribution
  • Money Purchase
  • Profit Sharing
  • 403(b)
  • 401(k)

Mutual Funds

  • Open-End Funds
  • Closed-End Funds
  • Networking


  • Variable Annuities
  • Variable Life

Unit Investment Trusts

  • Equity Portfolios
  • Fixed Income Portfolios


  • Municipal
  • Corporate
  • Treasury Bills, Notes, Bonds, Strips
  • Mortgage Backed CMA, GMNA, FNMA
  • Government Agency
  • Certificate of Deposit Securities
  • Structured Note Securities
  • Equity Linked Securities
  • Preferred Debt

Brokerage Accounts

  • Individual
  • Trust
  • Corporate
  • Tenants in Common
  • Joint Tenants with Rights of Survivorship

Cash Management

  • Daily Sweep Accounts
  • Money Markets
  • Check Writing
  • FDIC Insured CDs
  • Online Account Access