We recognize that each investor has different requirements. That's why First Citizens Securities offers a broad range of services — from complete needs assessments and expert investment management through your Financial Advisor, to real-time investment tools and technology that provide a clear, updated picture of the financial markets and enhance your ability to invest on your own.
After all, you have a particular method for achieving your goals and a portfolio that reflects your needs and experiences. Whichever investment instruments you utilize, you can make them part of your First Citizens Securities portfolio:
If you prefer individualized attention and a full-service brokerage relationship, our Financial Advisor will spend time with you to gain a complete understanding of your needs and provide customized advice. Backed by a team of specialists, your Financial Advisor can determine how to optimally allocate your resources to meet current and future needs. By weighing your objectives, risk tolerance and timeline, he or she can reduce risk by spreading assets among different types of investments.
Additionally, your locally-based Financial Advisor can help manage your portfolio, actively monitoring investments and recommending adjustments to keep your portfolio in tune with market conditions and your requests. Stop by or call. Your input is always welcomed and immediately taken into consideration.
If you are comfortable being a self-directed investor, we are also structured to empower your independence — with online investing available on all accounts that puts you in control of handling investment selections and transactions. If the occasion arises, your Financial Advisor is just a phone call away to provide any guidance you require.
To schedule an informative, no-obligation meeting with a Financial Advisor, please contact us today by e-mail or calling 1-866-931-1691.