Investment Accounts Features and Benefits

investnemt_account

An investment account through Delray Financial Group LLC provides clients with access to the world’s financial markets and investment products from anywhere around the globe. In addition, we also provide the capability to buy and sell equity, fixed income, mutual funds and ETFs. Delray Financial Group LLC offers multicurrency execution capabilities in over 65 exchanges through local relationships, third-party electronic access, and through the exchange memberships of our clearing firm, Pershing, LLC.

Some of the many features and benefits of an investment account through Delray Financial Group LLC, include:

  • The personal services of an independent financial advisor
  • Secure internet account access from around the globe
  • Trading in most foreign markets and currencies
  • Banking and investing combined through one account
  • Credit management to maximize the liquidity of investment asset
  • Consolidated reporting of all accounts and positions
  • Excess account protection from financial institution failure
  • The security of The Bank of New York Mellon and Pershing

Delray Financial Group LLC through Kovack Securities Inc., and The Bank of New York Mellon has branch offices throughout the United States and can provide financial services and products to domestic and international clients.

  • Retirement Plan Services
  • Pershing Support Services
  • Holding Securities through Pershing
  • Margining Investment Assets
  • Investment Lines of Credit
  • Managing Finances
  • Full Service Brokerage and Investment Advisory
line-grey

Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC