Univest Securities, LLC is an introducing brokerage firm of Vision Financial Markets and Interactive Brokers. As a member of FINRA and SIPC, we offer a wide range of financial products and services to individual and institutional investors.
- Corporate Debt Securities.
- List and Over-the-Counter Securities.
- Government Securities.
- Mutual Funds.
- Market-Making in Corporate Securities.
- Options & Derivatives.
- Life Insurance and Annuities.
- Investment Advisory Services.
- Investment Research.
- Financial and Tax planning.
- Underwriting or selling group participant.
- Mergers and Acquisitions.
- Asset Management.
- Broker or Dealer selling tax shelters or limited partnerships in the primary or secondary market.
- Publicly or Privately traded REITS (Real Estate Investment Trusts).
- Private placement of securities.
As an introducing brokerage firm of Lek Securities, Inc., Univest Securities is committed to providing high quality products and services at competitive rates that can contribute to your investment success.