Investment

• Investment Management
  €œInvestment Securities†can be equities (stocks) or debt obligations (bonds). Let us review your holdings and help you understand what you own and how we can help. Consolidation of assets can make portfolio management more efficient.
• Mutual Funds
  Some clients wish to own individual stocks and/or bonds while others may wish to have a more diversified strategy of Exchange Traded Funds (ETFs) and/or mutual funds. Let’s talk about what works for you.
• Bonds
• Wealth Management

Planning

• Financial Planning
  Mid-Atlantic Securities is a financial planning firm offering securities and advisory services (fee-based and commission based options). We are a member of FINRA/SIPC and accounts are primarily cleared through Raymond James & Associates (Member New York Stock Exchange).
• Retirement Planning
• Annuities
• Asset Management