Investments
People are increasingly aware of the many ways to invest money for their future, so they want a full spectrum of products to choose from, including those commonly offered by brokerage firms. This is where the Financial Advisors at RCB Wealth Management can help. When your financial institution provides brokerage services through Raymond James Financial Services, Inc., a variety of products become available:
- Mutual Funds
- Stocks and Bonds
- Collateralized Mortgage Obligations (CMOs)
- Money Market Funds
- Unit Investment Trusts
- Tax-Favored Investments
- Tax Deferred Fixed and Variable Annuities (in many locations)
- And More!
RCB, Raymond James and our Financial Advisors are here to help you.
Raymond James is an experienced brokerage firm that serves the customers of more than 200 financial institutions. Customers like you have convenient access to a wide range of investments at their financial institution with its familiar, comfortable surroundings and friendly people.
To provide the high level of service you expect, Raymond James is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle brokerage transactions quickly and accurately. In this fashion, Raymond James controls the quality of its service, responsiveness of its operation and expertise of our people.
With a Raymond James brokerage account, you can take advantage of the following services:
- Dividend Reinvestment
- Cashless Stock Option Exercises
- Direct Deposit of Settlements into Checking/Savings Accounts
- Consolidated Statements, including mutual Fund positions
You may be able to enjoy these additional Raymond James Services at your financial institution location:
- Asset Allocation
- Life Insurance
- Self-directed IRAs
- Financial Planning
- Portfolio Management
- Qualified Retirement Plans
- Retirement Planning
View Raymond James privacy policy and disclosure. Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC, an independent broker/dealer and are Not insured by FDIC or any government agency, Not bank guaranteed, Not a deposit and are subject to risk and may lose value. Raymond James is Not affiliated with the financial institution or any financial institution subsidiary.
