Our Investment Portfolio
Offering a wide-range of investment opportunities.
Through our affiliation with First Allied Securities, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial advisor combined with the ability to access the world's financial markets and our wealth of investment resources. Below is a detailed list of financial product offerings through Robert Kerman Financial Services, LLC.
Stocks
- NYSE-listed stocks
- NASDAQ over-the counter
- All other major exchanges
- Foreign stocks
- Initial public offerings
- Margin accounts
- Corporate finance
- Investment banking
- 144 and other restricted securities sales
- Employee stock-option plans
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Retirement Accounts
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
- Defined contribution
- Money-purchase pension plan
- Profit-sharing plan
- 403(b)
- 401(k)
Mutual Funds/ETFs
- Exchange Traded Funds (ETFs)
- Open-end funds
- Closed-end funds
- Networking
- Dividend reinvestment
Unit Investment Trusts
Asset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Bonds
- CMOs
- Convertible
- Corporate
- Municipal
- Zero coupon
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Options
- All major exchanges
Insurance
- Long-term care
- Disability
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
Alternative Investments
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
- Oil & Gas Programs
- Tax Credit Programs
- Real Estate LLC’s
- Mortgage Funds
And More . . .
- Education and 529 plans
. . . Planning to Meet Your Financial Needs . . .