Our Investment Portfolio Offering a wide-range of investment opportunities. 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.StocksNYSE-listed stocksNASDAQ over-the counterAll other major exchangesForeign stocksMargin accountsCorporate financeInvestment banking144 and other restricted securities salesEmployee stock-option plansCash ManagementDaily sweep accountsMoney marketsInsured CDsOnline account accessRetirement AccountsIRAsSEP/IRAsRoth IRAsEducation IRAsSimple IRAsDefined contributionMoney-purchase pension planProfit-sharing plan403(b)401(k)Mutual FundsOpen-end fundsClosed-end fundsNetworkingDividend reinvestmentUnit Investment TrustsAsset ManagementIndependent manager searchPerformance monitoring and reportingWrap-fee accountsAsset allocationFee-in-lieu accountsOutside managed accountsBondsCMOsConvertibleCorporateMunicipalZero couponGovernment SecuritiesGinnie MaesTreasury billsTreasury bondsTreasury notesOptionsAll major exchangesInsuranceFixed annuitiesVariable annuitiesTerm lifeVariable lifeUniversal lifeWhole lifeDisabilityLong-term careAlternative InvestmentsREITsEquipment leasingManaged futuresEquity-linked notesOil & Gas ProgramsTax Credit ProgramsReal Estate LLC’sMortgage FundsAnd More . . .Education and 529 plansFor more information on any of the above investment products and services, please contact your representative.