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Home > Financial Services > Stock Brokers > Oberweis Securities, Inc.
Oberweis Securities, Inc.
Oberweis Securities, 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.
This company is a boutique investment firm that provides innovative solutions to serve the investment needs of their clients, with a particular focus on aggressive investors. Investors who value the personalized one-on-one relationship with a financial consultant will find that they offer exactly what they want in a full service brokerage account.
If you need assistance with investment planning, portfolio analysis or asset allocation strategies, they have financial consultants that can be helpful. Through a full service brokerage account with the firm, you can have access to the following services which can help you address your particular investment needs like individual stock ideas, fixed income ideas catered to meet your needs, mutual fund allocation, and managed account platforms.
After opening an account with Oberweis Securities, a financial consultant will contact you to discuss your current financial picture, incorporate the services that apply to your particular situation, and develop an investment plan to meet your individual needs.
Having a game plan in place, an outline of where you are now financially and where you would like to be, is an extremely important first step to realizing your dreams. Because of this importance of having the big picture always in mind, the firm can play a vital role in your financial future.
In addition to the Oberweis Family of mutual funds, they also offer thousands of mutual funds from over 120 fund families. Utilizing their wealth of professional research and analysis, an Oberweis financial consultant is available to review your current investment portfolio, and given your goals, risk tolerance, and time horizon, provides an allotment of funds to meet your needs.
Changes in your lifestyle and market conditions may give rise to the need for a modification in your portfolio. Having an Oberweis Financial Consultant on hand to determine what changes may be necessary could be a priceless resource in keeping your portfolio working for you.
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