We are pleased to offer access to brokerage services to our customers through LPL Financial.
FULL SERVICE BROKERAGE: Onsite LPL Financial Advisor Tom Rose is a dedicated professional who can provide you with a wide spectrum of investment services.
FULL SERVICE means you will receive the assistance you need in dealing with your various investments. This assistance could include account registration, IRA rollovers and transfer, investment recommendations, order entry and tracking, development of investment strategies, college planning, investment planning, and annual reviews. As a full service customer, you will be able to go online and view your brokerage accounts via the Internet. Click the Account View button above for account access.
Simply call to make an appointment and get answers to your investment questions or open an account. Meetings can be arranged at any of the bank branch offices or at the LPL Financial offices. If you wish, you can also ask your personal banker at any of the local branch offices for assistance in making an appointment.
Your investments are an important part of your financial security, and how you invest can greatly affect your current income and financial future. The LPL Financial Investment Representatives can explain the variety of choices available and assist you in selecting suitable investments.
Stop by and see for yourself. There is no cost or obligation to meet and discuss your financial situation. CALL TODAY and be sure to ask how you can get a free financial review.
The LPL Financial advisors associated with this website may discuss and/or transact securities business only with the residents of the following states: Ohio, West Virginia, Pennsylvania
DISCLAIMER: We provide the above links to web sites as a convenience to our visitors. Unified Bank does not guarantee the quality or services provided by LPL Financial or any other web sites visited.
By selecting these links, you will be leaving Unified Bank web space. Unified Bank does not necessarily endorse the views expressed or concur with the facts presented on these sites. Furthermore, Unified Bank does not endorse any commercial products or services that may be mentioned on these sites.