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Business Investment Services

Your goals change throughout the life of your business and you need an investment strategy that helps keep you on track. That is why Fidelity Bank has formed an alliance with LPL Financial, a registered broker dealer and investment advisor. Together we offer business investment services to help you make the most of your finances.

LPL Financial offers a broad range of options with guidance to help you invest wisely.

  • Stocks, Bonds, Corporate Bonds, and Mutual Funds
  • Real Estate Investment Trusts
  • Fixed and Variable Annuities
  • US Government and Government Agency Instruments
  • Retirement Plans
  • Wealth  Management Platforms
  • Life and Long-term Care Insurance

 

Checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck:


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC)
. Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name LPL Financial located at Fidelity Bank, and may also be employees of Fidelity Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Fidelity Bank.

The LPL Financial located at Fidelity Bank, site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, IA, KS, KY, MD, ME, MS, NC, NH, NJ, NY, OK, PA, SC, TN, TX, and VA.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value