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:
Stocks
- 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
Insurance
- Variable Annuities
- Variable Life
Unit Investment Trusts
- Equity Portfolios
- Fixed Income Portfolios
Bonds
- 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