Pershing LLC Investment Products and Services

Individual Securities

  • Fixed Income Products
  • Listed and Over-the-Counter (OTC) Securities
  • International Securities
  • Mutual Funds (numerous load and no-load funds)
  • Listed Options (Buys of calls and puts and covered call writing)
  • Cash Management Products
  • Direct Investments (DPPs and non-traded REITS)

Products and Services

  • Retirement Products
    • Traditional IRA
    • Roth IRA
    • Rollover IRA
    • Education Savings Account
    • 403(b)(7) Custodial Accounts
    • 401(k)
    • SEP
    • SARSEP
    • SIMPLE
    • Profit Sharing
    • Money Purchase Plans
  • Margin Accounts
  • Managed Accounts
  • Investment Research
  • Online Account Access (representative and client access)
  • Spanish language statements and online services

For more information about Pershing, visit their Web site at www.pershing.com.