Investment Planning Concepts

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(419) 531-5600Call Visit WebsiteVisit Website Map & DirectionsDirections3454 Oak Alley Ct Ste 408Toledo, OH 43606 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

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Securities America Inc

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https://www.securitiesamerica.com

http://securitiesamerica.com

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services

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Phone: (419) 531-5600

Address: 3454 Oak Alley Ct Ste 408, Toledo, OH 43606

Website: https://www.securitiesamerica.com

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Investment Planning Concepts

Investment Management
Wealth Management
Securities America is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 9,500 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so financial professionals enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Financial Planning
To grow a practice in today’s dynamic and evolving marketplace, you need to deliver outstanding advice and service while managing an efficient business. Our wealth management platform is built on an innovative open-architecture that provides easy access to money managers, programs, integrated applications like financial planning tools and custodians.
Retirement Planning
Annuities
Access to trust services, advanced planning, life insurance, annuities, asset management, equity research, IPOs and secondary offerings, and a fixed-income trading desk.
Asset Management
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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