- 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 plan to address 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.
eMoney Advisor is a Web-based financial and wealth-planning system that provides
a daily updated, 360 degree view of your financial portfolio, as well as features
and functions that enable more holistic financial planning and concierge-level servicing
of your needs. We organize all of your personal and family financial information
in one place. We consolidate your information and present it to you on your personal
Web page in a way that is easy to understand and available any time, day or night.
Find out how.
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.
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Full Service Client
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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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Discount Brokerage Client
Open Discount
Brokerage Account – Apply Now
*Investment advisory products, insurance products, and securities are offered by, and Financial Advisors are registered with UVEST Financial Services and its affiliates, an SEC Registered Investment Advisor, Member FINRA®, SIPC®. UVEST and Mercantile Bank, a division of Carolina First 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:
