Who is SecureVest Financial Group, Inc.?
SecureVest Financial Group, Inc. is a New Jersey Based financial services firm specializing in fixed income securities. Headquartered in Morristown, NJ, the firm maintains offices in Boca Raton, FL, Wood Cliff Lake, NJ and Danville, CA.
Who are the Firm’s customers?
SecureVest Financial Group, Inc. provides fixed income planning and investing services to both institutional and retail customers across the country.
What types of investments can I purchase from SecureVest Financial Group, Inc.?
SecureVest Financial Group, Inc. offers a wide array of investment and insurance products to its customer base. The Firm can offer investments in municipal bonds, corporate bonds, mortgage-back securities, certificates of deposit (CD’s), U.S. government treasury & agency bonds, emerging market debt and structure products. In addition, the Firm can provide mutual fund and equity investment services.
How do I open an account with SecureVest Financial Group, Inc.?
Investors interested in opening an account with SecureVest Financial Group, Inc. may call 1-800-MY-BONDS (1-800-692-6637) and speak with one of our Financial Consultants.
Can I access my account on-line?
Yes. All account information is password protected. Please ask your Financial Consultant to provide you with a user name and password.
How Is my SecureVest Financial Group, Inc. investment account protected?
All customer accounts of SecureVest Financial Group, Inc. are guaranteed by SIPC up to $500,000 per customer (of which up to $100,000 may be for cash claims). SecureVest Financial Group’s accounts are held in custody by J.P. Morgan Clearing Corp. For more information on protection of client assets, please follow the link provide below:
http://www.jpmorgan.com/pages/jpmorgan/protection
How do I view SecureVest bond offerings?
Access to SecureVest Financial Group bond offerings is password protected and individuals interested in viewing current offerings must register with the Firm by completing an on-line registration form. Approved individuals will receive email notification containing a user name and password.
How do I contact SecureVest Financial Group, Inc.?
Individuals interested in learning more about SecureVest Financial Group or establishing an account can contact the Firm by completing an on-line contact request form or calling 1-800-MY-BONDS (1-800-692-6637).
All other correspondence can be sent
to:
| Corporate Headquarters | Boca Raton, Florida office |
| SecureVest Financial Group 163 Madison Ave. Suite 100 Morristown, NJ 07960 |
SecureVest Financial Group 433 Plaza Real Suite 245 Boca Raton, FL 33432 |
How can I apply for an employment position with SecureVest Financial Group, Inc.?
SecureVest Financial Group is actively seeking Series 7 registered Financial Consultants, experienced fixed income traders and qualified individuals for various operations and support positions. Individuals interested in applying for a position with the Firm are encouraged to submit an on-line application through our web-site or call 1-866-709-8403.