Our Services

OUR SERVICES

 

Intercarolina Financial Services is powerful enough to offer our customers all the services and products necessary to ensure financial success, AND YET, still small enough to have a personal relationship and understanding of each of our customers needs and goals.

 

Intercarolina Financial Services has been a member in good standing with the National Association of Security Dealers (FINRA), registered with the US Securities & Exchange Commission and a member of the Securities Investor Protection Corporation (SIPC) since its formation in 1987.

 

Intercarolina Financial Services performs market transactions in listed and OTC stocks and options, Corporate, US Government, and Municipal bonds, and Mutual Funds.

 

Intercarolina Financial Services has a selling agreement with all of the major mutual funds, the quality annuity underwriters, and over 50 BEST RATED insurance companies.

 

Intercarolina Financial Services works closely with  major asset management firms and several fine boutique asset managers.