Investment Services

Your goals change throughout the life of your business and you need an investment strategy that helps keep your business on track. That is why Fidelity Bank has contracted with LPL Financial, LLC, a securities broker/dealer, registered investment advisor, and licensed insurance provider.

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

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

LPL Financial, LLC is a separate entity and is not affiliated with Fidelity Bank. Fidelity Bank does not sell or provide securities investment management, investment advisory, or broker/dealer products or services. These securities and investment products are not FDIC insured, are not deposits or other obligations of and are not guaranteed by Fidelity Bank, and are subject to investment risks, including possible loss of the principal invested.

Securities and insurance products offered by LPL Financial, LLC, member FINRA and SIPC. Investment Advisory Services offered by LPL Financial, LLC or its licensed affiliates.

The LPL Financial, LLC registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina and Virginia.

Products offered by LPL Financial, LLC are not FDIC Insured.