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Home > Financial Services > Stock Brokers > Protected Investors
Protected Investors
Protected Investors 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.
Protected Investors of America founded in 1934 by Churchill C. Peters. The Company is a full service Broker Dealer and a federally registered Investment Advisor proud to provide personalized service to clients in the Greater Bay Area and surrounding communities, as well as throughout the U.S. and foreign countries. Protected Investors located in the heart of San Francisco's Financial District, the PIA Home Office is in the historic Russ Building at 235 Montgomery Street.
The Company provided services such as Investment Management, Mutual Funds, Stocks, Insurance Programs, etc. They may only execute securities transactions for your accounts. Life insurance can provide a timely death benefit, in cash, that can be used to pay estate taxes and other costs. And it will be paid directly to the beneficiary of the policy, without being subject to the time and expense of probate.
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance. Keep in mind, however, that there are special tax rules that apply and you should seek professional advice before implementing this strategy. It managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending.
Their plan anticipates two kinds of SBDs; internal and external. Internal SBDs affect only our firm’s ability to communicate and do business External SBDs prevent the operation of the securities markets or a number of firms such as might result from a terrorist attack, a city flood, or a wide-scale, regional disruption. Protected Investors also provides financial concepts and strategies.
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