Approved Products List for AFS Brokerage
Section IV: Carriers Annuities
National Financial Services - Cleared thru NFS
- Bonds-all
- Equities
- Mutual Funds
- Options
Evolve Banking Products
- Checking Accounts
- Bank CD's
- FDIC Money Markets Accounts
- E-Loan Program
- Mortgage Products
- Trust Services
- Investment Advisory Services
Outside Mutual Funds
- AIG Sun America
- AIM Funds
- AllianceBernstein
- American Century
- American Funds
- Aquila Distributors
- American Skandia
- AXA
- BlackRock
- Buffalo Funds
- Calimos Family of Funds
- Calvert
- CDC IXIS
- Columbia Funds
- Davis Funds
- Delaware Investments
- Dreyfus Funds
- Eaton Vance
- Enterprise Funds
- Evergreen
- Excelsior
- Federated Securities
- Fidelity Advisors/ Investments
- Franklin/Templeton
- First American
- Hartford Funds
- ING
- Ivy Funds
- IDEX/Transamerica
- Jackson Funds
- John Hancock
- Kinetics Funds
- Lord Abbett
- Matthews Asian Fund
- MFS
- Munder Funds
- Oppenheimer
- Pacific Funds
- Phoenix Funds
- Prudential Funds
- Pimco
- Pioneer Investments
- Princor Funds
- Putnam Investments
- Quasar
- Royce Funds
- Rydex
- Scholars Choice College Savings
- Security Funds
- SEI Funds
- Seligman
- Sentinel Funds
- Scudder Advisor’s
- Strong Investments
- US Global Investors
- Van Kampen
- Vanguard
- Wells Fargo Wisconsin 529 Plan
- WM Group of Funds
- Waddell & Reed
Variable Annuities
- AIG- Sun America
- AIG- Fixed
- American Benefit
- American National
- American Skandia
- Genworth
- Great Western
- Guardian
- Hartford
- Indianapolis Life
- ING
- Jackson National
- Jefferson National
- Jefferson Pilot
- John Hancock
- Kemper
- Lincoln National
- Metlife
- Nationwide
- Ohio National
- Pacific Life
- Penn Mutual
- People Benefit Life
- Phoenix Life
- Principal
- Protective Life
- Securian
- Security Benefit
- Sun Life
- Symetra
- US Allianz Group
- Western Reserve
Private Placements
- Key Lime Cove 11/01/2006- 3/1/2007
- Medical Capital 11/01/2006-2/1/2007
- Wells Real Estate Fund II 12/14/05
- Wells Real Estate Mid Horizon Value 10/11/06
- Paraiso Teak Plantation 12/12/2006
- Wells REIT 1031 Exchange 410 Warrenville Lisle IL 12/12/06
- Wells REIT 1031 Exchange 1701 Market Place Blvd Irving TX
12/12/06
- Ridgewood Energy V Fund 1/04/07-3-1-2007
- Noble Royalties (Oil and Gas Royalties) 1/24/07
- Lightstone REIT 5/1/2007
- Cahava Springs 5/9/2007
- KBS REIT 8/24/2007
- Alliance Development 9/27/2007
- Landmark Advisors 9/28/2007
- Oil2 Holdings- Couch Financial Services 04/15/08
- Diabetes of America 4/15/08
- Greenville Tower Medical Investors 4/29/08
- Energi Holdings 5/27/08
- Dividend capital Total Realty Trust 5/28/08
401 K
- AIG Sun America
- AXA
- Hartford
- ILIAC
- Nationwide
- Principal Financial
- Prudential
- Slavic
Specialty Products
- Fixed Income - Denver 09/01/2006
- EverBank Advisor Program 12/13/06