Wealth Management
First National Investments & Planning
What are your financial goals? Do they involve sending your children to college...buying a dream home...traveling...retiring early?
At First National Investments & Planning, we can help you with any of
these financial goals and more. Everyday, we create plans, provide guidance,
and recommend appropriate investment products - to people just like you.
And, with First National Investments & Planning, you'll have instant access
to your investment account information online - 24 hours a day, 7 days a week
with e*PrimeVest.
Plus with e*PrimeVest, you'll be able to:
- Check your account balances and positions.
- Review market summary information.
- Obtain real-time quotes.
- Trade stocks*.
- Access news and research - free.
For more information, visit the First
National Investments & Planning web site. Or, speak with an First
National Investments & Planning Financial Consultant at 1-888-916-8378.
To enroll in e*PrimeVest, simply complete and submit our online
activation form.
* Online trading fee of $29.95/per trade up to 5,000 shares. Minimum commission rate applies. A commission schedule is available upon request.
Securities provided by PrimeVest Financial Services, Inc., an independent
registered broker/dealer and registered investment adviser. Member SIPC/NASD. Advisory
services may only be offered by Investment Adviser Representatives in connection
with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure
as provided.
View PrimeVest privacy policy and other important information.
Financial Consultants are registered to conduct securities business and licensed
to conduct insurance business in limited states. Response to, or contact with
residents of other states will only be made upon compliance with applicable
licensing and registration requirements. The information in this web site is
for U.S. residents only. The information on this website does not constitute
an offer to sell, or a solicitation of an offer to purchase brokerage services
to persons outside of the United States.
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