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Home > Financial Services > Stock Brokers > Leumi Investment Services Inc.

Leumi Investment Services Inc.

Leumi 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.

Leumi Investment Services, Bank Leumi USA’s brokerage firm subsidiary, provides clients access to a full range of securities and insurance products through a single source, your Private Banker. Their Private Bankers are licensed representatives and will provide you with the highest level of professional service.

Headquartered in New York City, Leumi also has branch offices in Florida, California, and Illinois. Client accounts are fully protected by SIPC, along with a supplemental insurance policy maintained through a nationally recognized insurance provider.Their client relationships emphasize customization and performance designed to protect and grow your assets. When you become a Leumi client, they can provide you with a personalized financial plan to meet any of your needs, including Reviewing your current portfolio with recommendations for allocation of your assets based, your risk tolerance and objectives, establishing a program to meet the cost of educating your children.

Their Insurance Specialists offer products designed to protect both your family as well as your business. For your family, they offer Traditional survivorship life for your most basic insurance needs. Specialized insurance products for your estate planning needs, no matter how simple or Wealth replacement plans, for protecting assets from estate and transfer taxes.

Their has been a steady corporate growth rate combined with the ability to maintain flexibility, unrelenting attention to detail, responsible quality control throughout the entire operation and total customer focus is enhanced further by associates who are among the brightest and most talented in the company.

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