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Securities, E&O Fidelity Bond
"The owners of AFSB continue to "think outside the box" in keeping with an industry that is in constant change. Their commitment to embrace a spirit of independence and cooperation with its field force has no equal in my experience, and I encourage you to contact me anytime if there are any questions I may answer."
Pat Joliffe, CFP, ChFC
Registered Representative, AFS Brokerage, Inc.
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Products & Services
AFS Brokerage ("AFSB") operates as a registered broker/dealer, insurance agency and investment advisory firm. AFSB provides customer service tailored to your needs as an Independent Investment Services Representative, along with an abundance of products and services to complement your role of taking care of the customers’ needs. AFSB performs due diligence on mutual fund and annuity companies to create our Due Diligence Product List and as a registered broker dealer. Moreover, AFSB offers a broad array of securities products, including:
National Financial Services - Cleared thru NFS
- Bonds-all
- Equities
- Mutual Funds
- Options
Outside Mutual Funds
- AIG Sun America
- AIM
- American Funds
- American Skandia
- Calimos Family of Funds
- Dreyfus Funds
- Eaton Vance
- Federated Securities
- Fidelity Advisors/ Investments
- Franklin/Templeton
- First American
- Hartford Funds
- ING
- Rydex
- Lord Abbett
- John Hancock
- MFS
- Oppenheimer
- Pacific Funds
- Pimco
- Pioneer Investments
- Princor Funds
- Putnam Investments
- Scholars Choice College Savings
- Seligman
- Scudder Advisor’s
- Van Kampen
- Wells Fargo Wisconsin 529 Plan
- WM Group of Funds
Private Placements
- Key Lime Cove 11/01/2006
- Medical Capital 11/01/2006
- Wells Real Estate
- 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
Specialty Products
- Fixed Income - Denver 09/01/2006
- EverBank Advisor Program 12/13/06
Fixed Annuity, Variable Annuity, Life and Disability (Partial Listing)
- AFLAC (American Family Life)
- AIG Life Companies
- Allianz
- American General Life Insurance Company
- American National Insurance Company
- American Skandia Life Assurance Company
- Equitable Life
- Fortis Investors, Inc.
- Golden Rule
- Guardian Insurance and Annuity Company
- Hartford
- Glenbrook Life
- Jackson National Life
- John Hancock
- Lincoln Benefit Life
- MassMutual
- Nationwide Life
- New York Life
- Pacific Life
- SunAmerica
- Sun Life of Canada
- TransAmerica
- United of Omaha
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