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Brokerage


HKFS believes there are investment needs that may be more appropriately met with brokerage products as opposed to fee-only advisory services and asset management services. If after careful consideration of your current financial situation, including risk tolerance, time horizon and financial goals, it may be determined that a brokerage-based account or direct participation product would be the best solution for you. HKFS selected ProEquities, Inc. of Birmingham, Alabama to provide these products.

HOW CAN WE HELP?

Brokerage

HKFS believes there are investment needs that may be more appropriately met with brokerage products as opposed to fee-only advisory services and asset management services. If after careful consideration of your current financial situation, including risk tolerance, time horizon and financial goals, it may be determined that a brokerage-based account or direct participation product would be the best solution for you. HKFS selected ProEquities, Inc. of Birmingham, Alabama to provide these products.

ProEquities, Inc. is a full service broker/dealer registered with the SEC and FINRA in 49 states. With an independent marketing broker/dealer, financial professionals have access to a myriad of products and platforms to effectively meet your needs in an ever evolving financial environment.

ProEquities’ partner for clearing general securities is Pershing, LLC. ProEquities is a member of the National Association of Securities Dealers (FINRA) and the Securities Investor Protection Corporation (SIPC).

As with our fee-only advisory services, our registered representatives help you by constructing a properly allocated and diversified portfolio designed to maximize return while minimizing risk or by providing more aggressive investments for specialized tax planning.

Brokerage products include:
  • Uni-401(k)s
  • Traditional and Roth IRAs
  • Mutual funds
  • 529 Plans
  • Individual securities
  • Individual bonds
  • Real estate investment trusts
  • Real estate 1031 exchanges
  • Oil and gas opportunities
  • Other alternative investments

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