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Dortch Securities & Investments, Inc.


Dortch Securities & Investments, Inc. 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.
 
Dortch Securities & Investments, Inc. was established in October of 1996 and became a member of the National Association of Securities Dealers in May of 1997. Damon Dortch, founder and CEO continues to serve on the board of directors and maintains a few personal clients. Dortch Securities & Investments is an independent broker/dealer committed to your financial planning practice. Their extremely trained staff can assist you with complex compliance issues as well as help you with solutions for your clients.

Dortch Securities & Investments offer different financial services such as mutual funds, education saving plan, retirement plan, annuities and many more. DSI financial advisors can assist you in all facets of your financial life.

529 Education plans offer attractive tax benefits while allowing you to contribute substantially higher sums than with other savings vehicles, such as the Coverdell Education Savings Account and custodial accounts. The funds may generally be used for any qualified higher education expense, including tuition, board, room, fees, supplies, books and equipment.

While most people understand the necessity and value of life insurance, many may overlook the valuable role disability income insurance plays in building financial security. For most, Social Security cannot be solely relied on to replace lost wages, because one must be severely disabled to qualify for disability benefits. Even then, it is necessary to wait at least six months for payments to begin. Also, Social Security payments may not sustain you and your family at your current standard of living.

Their philosophy is based upon having a mutual relationship with the financial planner and growing together. You will always be an individual and not one of the masses. Dortch Securities & Investmentsreps consist of dedicated professionals that range from attorneys. They make doing business just that much easier.

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