The financial advisor develops personalized, yet flexible financial programs to pursue each client’s lifetime objectives. Working together, your advisor will make sure that the financial management solutions chosen address each stage of your life. Each client relationship is managed with the same approach.
- Analyze current financial situation and investments
- In-depth conversation about goals and risk
- Develop a sound financial program
- Adjust services as situations dictate
- Review overall account on a regular basis
The advisor has access to a state-of-the art trading system through the broker dealer Cambridge Investment Research, member FINRA/SIPC. Cambridge provides us access to Fidelity's National Financial Services Corporation (NFSC) clearing firm. At FDL Financial Services, Inc., the financial advisor holds the following licenses: Series 7 – General Securities, Series 63, life insurance, and health insurance.
All securities are held by Fidelity’s National Financial Services Corporation ("NFSC", www.nationalfinancial.com). Accounts held here are protected by the Securities Investor Protection Corporation ("SIPC", www.sipc.org) up to $500,000 (including cash claims limited to $100,000). NFSC has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of an investment.
FDL Financial obtains some of the best and most timely research available to professionals on Wall Street including Standard & Poors, Argus, Pershing/DLJ and Morningstar.