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Products Overview

Mutual Securities offers an extensive array of investment products and execution services for the retail and institutional investors. Our representatives have access to a broad range of investment solutions, including an extensive list of retail and advisor mutual funds, fee-based products and retirement accounts.
Products

General Securities
We offer online trading in equities and options and a broad selection of fixed income inventory. Our advisor and institutional representatives' needs are met with quality executions, use of master allocation accounts, and by reliable institutional settlements.

Mutual Funds
Through National Financial, you will have access to one of the largest funds platforms in the industry. Brokers and managers can choose from an extensive list of funds with various commission structures, as well as no-load funds and no-transaction fee funds.

Fee-Based Products
Select from a comprehensive list of separate account managers, multi-manager programs and mutual fund wrap products, allowing you to outsource and leverage your fee-based business.

Retirement Accounts
Through our relationships with Principal Trust Company and Fidelity Management Trust, we offer a wide variety of retirement products and turn-key plans for individuals and businesses.

Insurance Products
For our licensed insurance representatives, we provide access to variable and equity indexed annuities and other insurance products from multiple insurance carriers.
Contact Us

Call Client Services
(800) 750-7862,
Recruiting (800) 525-3600
or fill out our contact form.

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Clearing through National Financial Services, LLC, a Fidelity Investments company
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