Investments
At Gateway Investment Services, Inc. we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.
Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management options, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country.
Click Here for the LPL site (www.lpl.com).
Sharron P. Jones Fax: 252-480-1245 |
Investment products offered by LPL Financial:
- Individual Retirement Accounts
- Tax Advantaged Investments
- Business Retirement Plans
- Mutual Funds
- Retirement Planning
- Annuities
- Education Planning & 529 Plans
- Insurance Products
- Professional Asset Management
- Financial Planning
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not Insured by any Federal Government Agency | Not a Bank Deposit | |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, CT, FL, NC, NE, NJ, PA, SC & VA.
FINRA (www.FINRA.com) SIPC (www.SIPC.org)