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Mcnally Financial Services Corporation


Mcnally Financial Services Corporation 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.
 
McNally Financial Services Corporation is a full service Broker Dealer and a Texas General Lines Insurance Agency located in San Antonio Texas. They are a member of the National Association of Securities Dealers, Municipal Securities Rulemaking Board, Securities Investors Protection Corporation and the Securities Industry Association.
 
McNally Financial Services Corporation is organized to serve the investment needs of individuals and financial professionals in the State of Texas; areas include San Antonio, Austin, Houston, Corpus Christi, Laredo, and the Rio Grande Valley. They specialize in providing superior service to independent financial professionals who want to have a relationship with a regional brokerage firm. They are currently registered to do business with residents of the States of Texas, California, Florida and Kentucky.
 
Their firm conducts business in equity, fixed income and derivative securities. Their firm is an introducing firm and does not perform any type of clearing function for itself or others. Furthermore, they do not hold customer funds or securities. They accept and enter orders. All transactions are sent to their clearing firm, which executes their orders,
compares them, allocates them, clears and settles them. Their clearing firm also maintains their customers’ accounts, can grant customers access to them, and delivers funds and securities. They do not currently engage in any private placements.
 
Their range of product includes Stocks, Bonds, Government Securities, Options, Mutual Funds, Fixed and Variable Annuities, Unit Investment Trusts, Brokered CDs and Life Insurance. Their retirement accounts are IRA’s, 401K’s, Simplified Employee Pension Accounts and Simple IRA. Their cash management accounts are Pro Cash Plus, Resource Checking and Loan Advance and lastly their investment product are Not FDIC Insured, May Lose Value. The company's goal is to have steady growth through working closely with their customers to help them succeed.


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