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Westport Resources Investment Services, Inc.


Westport Resources Investment Services is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Westport Resources is comprised of two related companies, Westport Resources Management and Westport Resources Investment Services. Westport Resources Management, a registered investment advisor, is comprised of the private client group. Westport Resources Investment Services is comprised of the Professional Affiliates. At Westport Resources, each of their registered, autonomous Professional Affiliate brokers is committed to continuing their tradition of providing exceptional expertise and outstanding service with the support of a company with the highest professional standards.
 
The Company Professional Affiliates strive to create long term relationships with the individuals, families and businesses they are proud to call their clients. Westport Resources Professional Affiliates offer access to all markets and products including like as equities, municipal bonds, mutual funds and unit investment trust.
 
Through their relationship with Fidelity Investments, they offer a vast and comprehensive array of brokerage services. Their execution capabilities range from buying and selling equities and bonds to planning and executing options and hedging strategies. Along with Westport Resources proprietary investment programs, they offer most of the products and services offered by fidelity with the invaluable benefit of the expertise and guidance of their professionals. Westport Resources Investment Services offers a vast and comprehensive array of brokerage services.
 
The Company proprietary programs, they offer many of the products and services offered by fidelity with the invaluable benefit of the expertise and guidance of their professionals. This strategy utilizes the client's investment goals to design a portfolio that will vary in its allocation among fixed income and equities along with various investment styles such as growth, value, large cap and small cap depending on how the firm views the overall market and the corresponding relationships among different asset classes. This program has been highly ranked by Nelson Information and Effron.
 
The Company retirement programs are strategically evaluated and discussed to make sure a plan is executed that will best work with your future needs and lifestyle. They offer a full range of plans including 401K Plans, 403B Plans, Pension and Profit Sharing Plans and simple Retirement Plans.

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