Investment Services

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

LPL Financial 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

Securities and advisory services offered through LPL Financial, a registered investment advisor,
Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured Fidelity Bank deposits and are not FDIC insured.  These products are not obligations of Fidelity Bank and are not endorsed, recommended or  guaranteed by Fidelity Bank  or any government agency. Fidelity Bank is a separate entity from LPL Financial. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This 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 U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: North Carolina and Virginia. Please note that not all of the investments and services mentioned are available in every state.