Products - Chartered Financial Services, Inc. Atlanta

Stocks, ETFs, Options

We trade a wide range of securities on most major national and regional exchanges, including listed stocks, over-the-counter stocks, exchange traded funds, exchange traded notes, options, and convertible and preferred securities.

Markets - Chartered Financial Services, Inc. Atlanta

Bonds

We maintain active markets in corporate, government and municipal bonds. We also offer advice and consultation services for municipalities and issuers of municipal bonds.

Mutual Funds

Our clients can choose from among thousands of mutual funds (including open- and closed-end funds, load and no-load funds) offered by a variety of mutual fund companies. These funds cover a broad range of investment objectives, from current income to capital appreciation and many styles in between.

House - Chartered Financial Services, Inc. Atlanta

Clearing Firms

We clear through Raymond James Associates, and TD Ameritrade Institutional, either or both of which may play custodial roles and services for client assets.

Banking & Lending Products

Through our affiliate, Raymond James Bank, FSB (a federally chartered institution), we offer FDIC-Insured savings and transaction accounts featuring interest rates highly competitive with traditional banks, as well as certificates of deposit, VISA® CheckCard and ATM access, and Internet banking with online bill payment. Raymond James Bank also offers lending programs, including home equity loans and lines of credit, residential mortgage loans, yacht loans, securities lending for managed accounts, standby letters of credit, and commercial lending.

Insurance & Annuities

Our insurance support services cover both individual and corporate group needs. Taking a brokerage approach which allows competitive forces to beneft our clients, we market personal and life, health and disability insurance; fixed and variable annuities; and other insurance products for financial and estate planning.

Raymond James Associates is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James & Associates, and are subject to investment risks, including possible loss of the principal invested.

Due diligence, investment services and securities transactions are executed through our affiliate, Raymond James & Associates, Inc., member New York, American, Pacific, Boston, Chicago and Philadelphia Exchanges, the Chicago Board of Options Exchange and the Financial Instutition National Regulatory Authority.