Products & Services

Clearing Arrangements

Center Street Securities, Inc. has fully disclosed clearing arrangements with the following companies:

Pershing, LLC
Pursuant to a third party fully-disclosed clearing arrangement with World Equity Group , who clears through Pershing, LLC  , a part of BNY Mellon
Pershing Business Continuty & Other Disclosures

 

Investment Products

Center Street, through its Registered Reps, offers clients a wide and varied array of investment products to meet an individual’s financial needs. These may include:

Stocks – NYSE, Nasdaq, International, Foreign, ADRs

Options

Corporate Bonds – Investment Grade, High Yield

Government Bonds

Municipal Bonds

Mutual Funds – open end, closed end, ETF

UITs – Unit Investment Trusts

Variable Annuities

Variable Life Insurance

REITs – Real Estate Investment Trusts, Traded, Non-Traded

DPPs – Direct Participation Programs

Brokered CDs

Structured Products

Reg. D Private Placements

 

Investment Accounts

Center Street can help clients establish most types of accounts that they would need including Individual, Joint, JTWROS, TOD, IRA, Roth IRA, SEP IRA, Simple IRA, 401k, Trust, Custodial, and Beneficiary.

Online Access

Most investments and accounts offered through Center Street allow clients to view their investments on line. Clients should contact their investment representative if they would like this access and convenience.

Comments are closed.