Broker Dealer (INVEST Financial Corporation)

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WELCOME TO INVEST

INVEST Financial Corporation is a leading broker-dealer working together with highly respected bank and independent Investment Professionals serving clients nationwide. We are affiliated with Jackson National Life Insurance Company® (Jackson^SM ) - one of America's largest insurance companies. Jackson, founded in 1961, is an indirect subsidiary of Prudential plc, a company incoporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the worlds leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 150 years. Prudential plc is not affiliated in any matter with Prudential Financial, Inc, a company whose principal place of business is in the United States of America.

INVEST Financial Corporation has been in business since 1982. The first stock trade from within a bank lobby, a major milestone in the investment services industry, was carried out on November 2nd of that year by a registered representative of INVEST Financial Corporation. INVEST works with independent registered representatives and financial institutions, including banks and credit unions, to serve the financial services needs of individual investors nationwide.

Your team of professionals

With INVEST, you profit from some of the most efficient technologies and systems in the investment industry.

INVEST gives your Investment Professional the resources to provide you with information that is accurate, timely and relevant to your needs and service that is efficient, reliable and valued.

Creating a roadmap for life’s goals

You can count on prompt, accurate execution and clearing of your transactions through two of the largest, most respected clearing firms on Wall Street. INVEST also uses the latest Internet-based data and systems, supporting Investment Professionals with secure, 24/7 access to top-name research services, sophisticated product information, client account information and more.

INVEST also gives your Registered Investment Professional access to quality financial products from many of the best-known companies in the investment industry.

Because your INVEST Investment Professional has no obligation to promote a particular product or company, you can count on unbiased advice that will help you make choices that match your financial objectives.

Your full-service investment firm

With so many choices available and investment advice from a professional who answers to you, it is certain you will never feel pressure to buy any particular financial product that may not be a good fit.

INVEST offers you an extensive range of powerful investment choices.

• Stocks & Bonds

• Mutual Funds

• Fixed & Variable Annuities

• Life Insurance Products

• Fee-based Asset-Management Services

• Retirement Planning for Individuals and Businesses

• College Savings Plans

INVEST’s quality assurance

INVEST Investment Professionals participate regularly in continuing education courses, seminars and conferences that increase their understanding of the latest financial trends and the features and benefits of new products. In other words, INVEST not only offers a wide range of investment choices, it also provides its Investment Professionals with the information and training they need to make responsible recommendations that work optimally for you.

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