Personalized Products &
Services
Execution Capabilities:
Our team of experienced
professionals, trading network and real-time technology
provides you with unsurpassed execution services. You
may build in parameters which allow your risk management
personnel to see all trades of a certain size (dollars
or quantity) before they are executed.
CreditPlus:
This
cash management account provides clients with a VISA
Gold card and unlimited check writing privileges.
Clients can monitor their check and credit transactions
via ClientLink.
Account Protection:
SIPC
protection, combined with excess SIPC insurance, has
been increased to $25,500,000 (including $1,000,000 for
your client's cash deposits) subject to an aggregate
loss limit of $100,000,000. We have access to additional
excess SIPC protection providing total coverage up to
$100,000,000.
Managed Accounts:
We
offer a fee-based managed asset program that allows you
to choose from a wide variety of money managers that
cover all major investment styles.
Research:
Correspondents have extensive resources to support their
investment decisions. In addition to our highly
respected in-house research, we also offer Standard &
Poor's "MarketScope", Zack's "Research Wizard,"
Computrade's "MarketEdge," Bond Trac, Argus, Morningstar
and Wall Street by Fax.
Retirement Plans:
You may
select Wedbush Morgan as your custodian for your IRA
accounts or other qualified plan. Our Retirement
Department is extremely responsive and very
knowledgeable. While we offer outstanding retirement
services, we will work with any other custodian you
choose.
Executive Asset Services:
We have
the experience to analyze lending and help your clients
take advantage of borrowing opportunities such as Rule
144 loans and cashless exercise of stock options. Our
margin rates are some of the lowest in the industry.
Our
Services include:
Listed Stocks (All
Exchanges)
NASDAQ Stocks
Over-the-Counter Stocks
U.S. Government Bonds
Corporate Bonds
Municipal (Tax-Free) Bonds
Mutual Funds
Options
Tax-Advantaged Investments
Insurance Products
Portfolio Reviews
Retirement & Financial Planning
IRA & KEOGH Account
Central Asset Accounts Combining
Securities, Check writing & VISA
Low Interest Collateral Loans
Interest On Credit Balances
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