Investments and Brokerage

In a world of complex, often confusing investment choices, First Citizens Investor Services is here to help.

Managing your financial affairs to comfortably meet your future needs may be one of the most challenging tasks of your lifetime. Achieving financial security will ultimately depend on your ability to balance your expectations with your capacity to undertake investment risks. In short, your future success will depend on your investment knowledge.

Most people simply don't have the time or the expertise. That's where First Citizens Investor Services can help. Our experienced financial consultants bring their skills together with your investment objectives. They'll help you develop a plan that matches your risk and reward expectations. With easy access to financial markets, you can utilize managed account programs, asset allocation programs, individual securities such as stocks and bonds, mutual funds and tax advantaged investments, to build your portfolio.

For those investors who seek an option to the consultative services of a Financial Consultant, First Citizens Investor Services also offers a Discount Brokerage service. Discount Brokerage Services are available for those who prefer to purchase individual securities or manage their own portfolio.

If you would like information about FINRA, please visit their website at www.finra.org.