INVESTMENT PRODUCTS
Justin Apakian can provide you with the tools to meet your personal savings, investing and financial planning needs. Clients have the freedom and flexibility to create the optimal strategy. Justin Apakian will plan, service and execute a wide variety of client needs through:
STOCKS
- NYSE listed stocks
- NASDAQ Over the Counter
- All other major exchanges
BONDS
- Municipal
- Tax Free
- Treasury and Agency
- Corporate
MUTUAL FUNDS
- Open-end Funds
- Closed-end Funds
- Load Waived Funds
ASSET MANAGEMENT
- Fee-based asset management
- Individually managed accounts
- Third-party money managers
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
EXCHANGE TRADED FUNDS
UNIT INVESTMENT TRUSTS
CASH MANAGEMENT
- Daily sweep accounts
- Money market
- Check writing
- Gold Visa debit card
- Automatic bill-paying services
- Online account access
401K ROLLOVERS
CERTIFICATES OF DEPOSIT
RETIREMENT PLANS & ACCOUNTS
INSURANCE PRODUCTS
STRUCTURED NOTES
& ALTERNATIVE INVESTMENT
B. Riley Wealth representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.
Investments may lose value. Not FDIC insured.