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Brokerage Account Features

Check out the features and benefits provided by a Pershing Brokerage Account, offered by Transamerica Financial Advisors, Inc., which include:

 

·         Consolidated statement which shows all investments including money market funds, stocks, bonds, mutual funds, unit investment trusts, partnerships, brokered CD’s and annuities

·         Daily sweep of idle cash into a money market account

·         Available borrowing power for Margin approved accounts

·         Resource checking services

·         Free ACH transactions from checking to brokerage and from brokerage to checking

·         Electronic funds transfer services

·         Free dividend reinvestment

·         Direct deposit of payroll, social security, pension checks, etc. capturing instant assets

·         Online access to account information

·        Access to numerous mutual funds from different investment companies as well as variable annuities* from many insurance companies

 

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To download a new account application click here. Complete and return the signed form to:

Jersey Benefits Group, Inc. P.O. Box 1406 Ocean City, NJ 08226
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*This website was created by Jersey Benefits Group, Inc.  Browse our site to gain more knowledge of retirement products and services we offer, as well as the many other reasons to make us your financial services representative.

 

*John Kaighn is a Registered Representative offering securities through Transamerica Financial Advisors, Inc.,  (“TFA”) a registered broker/dealer, 1150 S. Olive St., Los Angeles, CA. 90015, member FINRA & SIPC.  John Kaighn offers investment advice through Jersey Benefits Advisors, which is not affiliated with TFA. 

 

*John Kaighn is licensed to offer securities through TFA in the states of CA, CO, DE, FL, MD, NJ, NY, and PA.  This Website should not be considered a solicitation for securities business in any other state.

 

*This web page offers links to other companies.  Once a hyperlink is activated, you will be leaving Jersey Benefits Group, Inc., and operate outside Jersey Benefits Group, Inc. Website.  Jersey Benefits Group, Inc. is not responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link.  Furthermore, Jersey Benefits Group, Inc. shall not be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other website, including any consequences arising from your accessing third party technologies, sites, information and programs made available through Jersey Benefits Group, Inc.