Our Services

The financial management process at The Securities Center, Inc. usually begins with an in-depth evaluation of your current situation. Once we have established your overall objectives, we assist you in focusing on your goals.

With changing economic conditions and market swings, we advocate investing sensibly, in U.S. assets, over the long run and maintaining an adequate level of insurance coverage. We work with you and your tax and legal advisors to build your confidence in the financial suggestions that we offer.

Some of the services we offer:

1) College funding
2) Tax management
3) Investment planning
4) Retirement planning
5) Estate conservation
6) Debt elimination
7) Risk management
8) Cash mangement
9) Charitable giving
10) Use of trusts

For our existing clients there is direct access for their accounts at Wedbush Morgan Securities , American Funds, Franklin/Templeton Funds, Oppenheimer Funds, Phoenix Funds, Seligman Funds and others. Usually the "pin" number required for access is the last four digits of your social security or tax identification number.

Wedbush Morgan Securities is the "clearing firm" that does the back office paper work for The Securities Center and does the actual order execution of our stock and bond transactions. Wedbush has in excess of $50 million in capital. We have used their services for over 20 years in this capacity.

Investing involves risk. A prospectus is available for any of the above funds, from us, that carefully explains risks of investing, portfolio management and fees and expenses. Please read a prospectus carefully before investing.

 

The Securities Center, Inc., 245 E Street, Chula Vista, CA 91910-2942, phone (619) 426-3550.