|
|
 |
| |
|
Home > Financial Services > Stock Brokers > Medallion Investment Services, Inc.
Medallion Investment Services, Inc.
The Medallion Group 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.
The Medallion Group is dedicated to recommending investments from a financial planning point of view. They provide quality products, services and strong ongoing product review, or due diligence. Their financial advisors have the freedom and flexibility in determining which program and services to provide to their clients. They own and operate their own businesses and can help people meet their investment objectives through a complete array of financial products, including stocks, bonds, mutual funds, fixed and variable annuities, fee based asset management and insurance products.
Your relationship with a financial advisor is of primary importance in establishing and following your investment strategy. Working together, you and your financial advisor identify your financial goals, develop strategies to meet your needs and select the investment vehicles to support those strategies. The Medallion Group's OSJ Branch Managers, along with the home office staff, provides the daily individual guidance, training and support to nurture the growth and development of new and experienced affiliates.
The Medallion Group offers virtually all types of securities. As an independent investment firm, The Medallion Group does not offer proprietary products which gives the client tremendous flexibility. Mutual Funds over 5,000 funds are available through over 70 different companies including AIM, MFS, Oppenheimer Funds, American Funds, Putnam and Fidelity Advisor. Variable Annuity and Life More than 50 companies provide us with variable annuities and life products including Met Life, American Scandia, Jackson National, Nationwide, Hartford, Pacific Life and ING. General Securities NYSE & NASDAQ Amex Stock government, municipal and corporate bonds.
The Medallion Group affiliates provide total financial services for their clients. Their affiliates are dedicated to helping clients manage risk and investments, improve cash flow, reduce or defer income taxes, and preserve capital through estate and retirement planning. Investment plans, Retirement planning, Education Planning, Estate planning and Insurance planning. The Medallion Group provides you the products and product knowledge you need to achieve your lifetime goals.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Stock Brokers
|
|
|
|
|
|
|