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.
- 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.
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
Securities are offered by, and Financial Advisors are registered with, UVEST Financial Services®, Member FINRA®,
SIPC®. UVEST and Mercantile Bank, a division of Carolina First Bank are independent entities. Securities and Insurance products are:
