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We provide access to a wide array of investments to meet your individual investment goals.

Get more information
Call 800.238.8681 or stop by a local branch.

Details
  • Stocks
  • Bonds
  • Options
  • Mutual Funds
  • IRA
  • Fixed and Variable Annuities
  • 401 (k)
  • Small Business Retirement Accounts

Your Needs and Goals
Our FINRA® registered Financial Advisors provide strategies for the financial needs and goals of our customers. We can help you get started whether it’s:

  • saving or investing to help achieve a secure retirement
  • educating your children
  • buying a car or home
  • investing in the most tax beneficial manner
  • choosing the right IRA

Financial Advisors
Our Financial Advisors are trained to assess your present financial and investment situation and assist you in creating the best plan to meet your individual goals and needs. In addition to our full service investment program, we can also provide discount securities brokerage accounts for customers making their own investment decisions.

Online Account Access

Full Service Brokerage

  • access your investments
  • get real-time quotes
  • place orders and confirm trades
  • keep track of the market
  • research a company — or an entire industry

Online Brokerage lets you do all of this and more anytime from anywhere you have Internet access. It’s the easiest way to stay on top of the market and your investments.
 

Login to Full Service Client
 

Activate Full Service Access – Enroll Here
 

Discount Brokerage
Securities Discount Brokerage services are ideal for someone who knows what they want – someone who is confident in their own decisions. Since you are making your own investment decisions, commissions are less than those paid to a full-service broker. If you’re an active online trader, our commission schedule allows you to take advantage of lower trade commissions including lower per share price.
 

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Open Discount Brokerage Account – Apply Now
 


Banking products are provided by Mercantile Bank, a division of Carolina First Bank, Member FDIC.

*Investment advisory products and services are offered by UVEST Financial Services, an SEC Registered Investment Advisor. Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA®, SIPC®. UVEST and Mercantile Bank are independent entities. The investment pages of this site are designed for U.S. residents only. The investment services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities and Insurance products are:
 Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit

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