Find out more about bonds, which can be used for income and can also be held in our brokerage accounts. Corporate Bonds, Treasury Securities, Municipal Bonds GNMA’s, Convertible Bonds and others can be traded.
For bond trades, use the form in the contact us menu, or call your TFA Representative, John Kaighn, at 609 827 0194.
Brokerage Account Features
Check out the features and benefits provided by a Pershing Brokerage Account, offered by Transamerica Financial Advisors, Inc., which include:
- Consolidated statement which shows all investments including money market funds, stocks, bonds, mutual funds, unit investment trusts, partnerships, brokered CD's and annuities
- Daily sweep of idle cash into a money market account
- Available borrowing power for Margin approved accounts
- Resource checking services
- Free ACH transactions from checking to brokerage and from brokerage to checking
- Electronic funds transfer services
- Free dividend reinvestment
- Direct deposit of payroll, social security, pension checks, etc. capturing instant assets
- Online access to account information
- Access to numerous mutual funds from different investment companies as well as variable annuities* from many insurance companies
