Products
As a top independent broker/dealer, Securities America offers you a wide array of products to meet your clients' needs.

• More than 10,000 Mutual funds and fee-based mutual funds
• Over 250 variable annuities
• More than 175 variable life products and over 350 fixed insurance products
• Many third-party asset management programs

To learn more about the extensive list of products we offer, call Securities America at 800-989-8441.


Research
In addition to research services built into our online Streetscape® program (see the Technology section for more information), we offer you a choice of convenient, independent research and market information services -- all available online and at most at discounted rates.

• Ladenburg Thalmann Equity Research -- experienced and well respected, this research team provides proprietary, actionable research on approximately 165 public companies. Research includes a special focus on yield-oriented securities in the areas of master limited partnerships (MLPs), publicly traded mortgage and property real estate investment trusts (REITs), business development corporations (BDCs), energy, power & infrastructure, health care and technology.
   
• Information Resources-- Securities America has investment professionals ready to support you with the tools and services you need to provide the highest quality advice to your clients. This includes:
  • Top-Rated Funds per Asset Class
  • Selected Premier Fund (reduced ticket charge) List
  • Model Portfolios
  • Economic Commentary
  • Due Diligence
  • Conference Calls
  • And more
     
• Morningstar Advisor Workstation Securities America Edition -- Morningstar’s web-based solution brings together the best of investment research, client communications, and portfolio management. Advisor Workstation is an online, front-office system providing the tools you need to grow your practice and increase customer loyalty. Choose from two service levels: Level I offers Sales, Research, and Client Portfolio Management; Level II includes all Level I services plus Financial Planning.
   
• Morningstar Principia® Pro -- Morningstar Principia is the industry’s most powerful research database.  Whether your clients invest in mutual funds, stocks, variable annuities, closed-end funds, separate accounts, or all of the above, you’re covered.  Within Principia’s seven investment modules, you’ll find quality data integrated with advanced screening and ranking tools to support your research efforts.  The portfolio construction tools in each module allow you to combine different investment types into complete portfolios, and present them to your clients in compelling reports.  With Principia, all you need to research, analyze, monitor and propose investment strategies is at your fingertips, leaving you time to concentrate on what’s really important -- your clients.  Securities America representatives enjoy a significant discount on this product.
   
• S&P MarketScope® Advisor -- Standard &Poor’s MarketScope® Advisor provides investment professionals with unrivaled access to Standard &Poor’s renowned investment research and data with analytic portfolio tools you can use to stay abreast of the market and deliver investment insights to your clients. Whether you are seeking the latest market news and commentary or S&P research insights on a specific stock, mutual fund, ETF, variable annuity or options strategy, MarketScope Advisor provides you quick access and comprehensive coverage to manage your practice and service your clients.
   
• NFS Research Suite -- Available at preferred pricing via Streetscape®, this unique package of both third-party and sell-side providers is designed to help you uncover new investment opportunities, make well-informed decisions, and proactively manage your customer portfolios. Four different package levels offer choice, flexibility and value!
   

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►   Insurance Services