Services

Brokerage Services provided by INVEST Financial Corporation

Seacoast Wealth Management Advisors have access to the latest technology and information from qualified financial analysts, providing timely information and in-depth analysis of investment products. All investments offered by INVEST Financial Corporation are carefully chosen through an extensive selection process that includes performance over time, financial stability and service to our customers.

Services available through INVEST Financial Corporation include:

Our Account Protection

All customer accounts at INVEST Financial Corporation are carried by National Financial, a Fidelity Investments company and receive $99.5 million account protection in addition to the $500,000 provided by the Securities Investors Protection Corporation (SIPC). Customers are therefore protected against the loss of securities in the amount up to $100 million of which $100,000 may be cash. Annuities are not SIPC protected.

Whether you want affordable, convenient online brokerage services or full-service management of your portfolio, call Seacoast Wealth Management today. We look forward to earning your business.

The Securities Investor Protection Corporation (SIPC) protects customers of registered securities broker-dealers. SIPC is neither a government agency nor a regulatory authority. SIPC does not protect against the losses from the rise or fall in market value of your investment. It does, however, provide important protections against certain losses if a SIPC member fails financially and is unable to meet the obligations to its securities customers.