Wunderlich Securities

Better Financial Solutions

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If you have any questions, please call your Financial Advisor or call Online Support toll-free at 1-877-488-3748. Outside the U.S. dial (704) 715-3860. © 2009 First Clearing, LLC

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These valuations reflect securities or assets held at First Clearing, LLC, which carries your account and acts as your custodian for funds and securities deposited with them through Wunderlich Securities, your introducing firm, or as a result of transactions processed for your account by First Clearing, LLC. The prices indicated are obtained from sources considered reliable but may not represent actual market values. If there is no readily determinable market value for a security, its value will be carried at zero. If you have questions concerning the valuation of any of the securities, please contact your registered representative.

Financial Services Offered Advising private clients is a long-term and relationship-guided process. The Financial Advisors at Wunderlich Securities recognize that serving individuals and families requires an understanding of their individual goals and needs. Our approach involves a cycle of service. Wunderlich's Financial Advisors work with each client to design, implement and monitor a plan that serves the client's needs. We utilize a variety of high-quality investments including stocks, bonds, mutual funds, options and annuities to build diversified and balanced portfolios.

Clients can choose to work with us in the manner that suits them best:

  1. Traditional transactional fee accounts
  2. Fee-based accounts

Certainly, our financial advisors utilize the traditional tools to build high performing client portfolios. These traditional tools would include:

  • Stocks
  • Preferred Stocks
  • Mutual Funds
  • Taxable Bonds
  • Tax-Free Bonds
  • Insurance
  • Annuities
  • Separate Acct Management
  • CD's
  • UIT's
  • ETF's
  • Trust Management

Wunderlich Securities goes Beyond the Traditional Our Financial Advisors bring innovative solutions to our clients that you will not find at the giant wire houses of Wall Street:

  • Reg D Private Placements
  • Structured Settlements
  • Small Company Investment Banking
  • Public Company Single Stock Planning

Your account with Wunderlich can begin with our versatile Advantage Account with margin capabilities, check writing, detailed monthly statements and Gain/Loss.

Every Wunderlich client is also given a user name and password to view their account online. This system enables the client to see all activity and positions, plus the ability to retrieve 1099's, back statements and confirmations.