Specialized Brokerage Services*

Equipped with a powerful pool of resources, our trusted advisors will use these tools and their considerable financial prowess to help you make sense of your investment decisions. Services and products include securities trading, common or preferred stock, corporate or municipal bonds, treasury and agency issues, mutual funds, options, dividend reinvestment* and more.

Our specialized services include:

Stock Trading

Access the NYSE, AMEX, Nasdaq, and Over the Counter exchanges, including international stock through American Depository Receipts (ADRs). We support our stock trading with accurate, real-time market information research.

Online Trading

Access our innovative suite of secure online investment tools that give you a variety of ways to invest and potentially profit.

Quick, Easy Transactions

Call your advisor tollfree and place an order.  It’s that simple.  You’re notified instantly when your order is completed, plus provided a written confirmation. You can even arrange to pay for your transactions through automatic withdrawals from your checking or savings account. 

Real-Time Stock Quotes and Market Information

Access instantly by calling 1.888.549.3700.

Clear Account Reporting

Monthly reports of your investment activity, including all transactions, dividends, bond income, margin interest charges, account position, and available market values. Quarterly statements are provided if there is no activity.

Personal Assistance

Individual help is available to develop your asset allocation plan.

Securities Investor Protection Corporation (SIPC) and Lloyd's of London
Coverage is provided by the Securities Investor Protection Corporation (SIPC).  Access this explanatory brochure for more information

*An automatic investment plan does not assume a profit and does not protect against loss in declining markets.

Meet our Advisors!

* Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

Investments are:

Not a Deposit Not FDIC Insured May Lose Value Not Guaranteed by National Penn Bank Not Insured by Any Federal Government Agency


Back to Top