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Investment Services

Investing is one way to help secure a solid financial future. But it’s not always easy to know where to begin. With the abundance of choices and opportunities available today, investing in your future can be complex. At 1st Mariner Financial Services, we’ll help you to understand the basics so that you can make informed investment decisions.

  • Should you invest in mutual funds or annuities?
  • What about individual securities?
  • Do you need a comprehensive asset management program?
  • How much insurance do you need?

We can help you with these questions and so much more.

Contact a 1st Mariner Financial Consultant

Whether you’re setting up a savings plan, wanting to set savings goals for a child’s education, caring for an aging parent, planning for retirement or getting ready to retire, a Financial Consultant at 1st Mariner Financial Services is ready to assist you with the information, products and investment services strategies that will give you confidence and provide you with peace of mind.

1st Mariner Financial Services & LPL Financial

To assist you with the securities portion of your financial planning strategy, 1st Mariner has formed a unique relationship with LPL Financial. Our Financial Consultants work with LPL to deliver our customers access to a full range of investment options, including financial needs analysis, mutual funds, annuities, life insurance and more. LPL is a registered, independent broker/dealer that has been offering a wide range of financial products and services since 1989.

What Makes LPL Financial Different? Independence.

Simply put: LPL delivers competent, objective financial guidance. LPL Financial is the number-one independent broker/dealer in the country (as reported by Financial Planning magazine, June 1996-2011, based on total revenue).
The independence means you can maximize the freedom of product choice. LPL Financial does not offer any investment products of its own, so 1st Mariner Financial Service Consultants working with LPL Financial can devote their time and energies to understanding your individual financial objectives, not to product quotas and sales goals.

Your 1st Mariner / LPL Financial Consultant gives you access to a wide range of the nation’s top providers of:

  • Mutual funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business and retirement planning
  • Domestic and foreign securities
  • Alternative investments
  • Insurance
  • Trust services (Offered through The Private Trust Company N.A., an affiliate of LPL Financial)

Learn More About 1st Mariner’s Financial Consultants

Our experienced Financial Consultants, Wes Amos and Jackie Fox, are committed to helping you pursue your goals, leveraging their experience and a full suite of investment services. Both are FINRA-registered and hold a multitude of investment registrations and insurance licenses.

Meet Our Financial Consultants

Get More Information About Retirement Planning

You can’t predict the future, but you can plan for it. Find out what you need to know about planning for your retirement.

Retirement Planning

Contact a 1st Mariner Financial Consultant

Whether your investment needs are related to business, finances or retirement planning, it’s never too early—or too late—to start planning for your future. We can help. Talk to us today.

Contact a Financial Consultant

NOT FDIC Insured Not Bank Guaranteed May Lose Value
NOT a Bank Deposit    Not Insured by Any Federal Government Agenc


 

 

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 1st Mariner Bank and 1st Mariner Financial Services Inc. are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL, a Registered Investment Advisor. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: MD, PA, DE, D.C., FL and VA.



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