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Sammons Securities Company, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Their customized programs are designed to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
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Their Services
At Sammons4Clients.com, they provide assistance in the following areas: |
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- 8,000 Mutual Funds
- 100 Variable & Fixed Annuities
- 200 Life Insurance Products
- Dozens of Retirement Plans
- Common Stocks
- Stock Options
- Corporate Bonds
- Government Securities
- Certificates of Deposit (CDs)
- Disability Insurance
- Long-term Care Insurance
- Limited Partnerships
- Retirement Planning
- Estate Preservation
- College Funding
- Survivor Needs
- Tax Reduction
- Accumulation Planning
- Portfolio Analysis
- Asset management accounts with unlimited checkwriting and debit card/ATM access
- Traditional brokerage accounts
- A variety of fee-based brokerage accounts
- Strategic asset allocation services
- Special services for retired investors
- Private credit lines (margin accounts)
- Online account access
- Money management
- Simple IRA
- Education IRA
- IRA & Roth IRA
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First Clearing
As part of Sammons commitment to provide quality service to you, they have formed a strategic business alliance with one of the nation’s leading brokerage clearing institutions—First Clearing, LLC. First Clearing has a long heritage in the full-service brokerage business and the strength of its parent company, Wells Fargo & Company, one of the largest financial services companies in the country.
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Coverage for cash and securities in protected, First Clearing client brokerage accounts is provided from two sources. The Securities Investor Protection Corporation (SIPC) protects up to $500,000, including $100,000 for claims for cash. First Clearing LLC has obtained additional protection, at no cost to you through London Underwriters ( led by Lloyd’s of London Syndicate) (Lloyd’s). For clients who have received the full SIPC payout limit, Clearing Firm’s policy with Lloyd’s provides additional coverage above the SIPC limits for any missing securities and cash in client brokerage accounts up to a Clearing Firm aggregate limit of $1 billion (including up to $1.9 million for cash per client) Neither coverage protects against losses from any change in the market values of investments.
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In addition to providing superior trade executions, First Clearing furnishes Sammons with state-of-the-art tools that open the doors to major financial markets around the world. Online communications allow us to provide you with instant access to current securities quotes, financial news, and up-to-the-minute information on your investments.
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Sammons Securities Company, LLC transmits all customer equity and option orders to First Clearing, LLC for routing to execution venues. Visit www.firstclearing.com for more information about First Clearing, LLC.
First Clearing, LLC is a registered broker dealer, Member FINRA/SIPC, and an affiliate of Wells Fargo & Company.
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