At Univest Securities, we believe in serving our clients with integrity and professional market insights. Understanding and respecting clients’ different objectives and risk tolerance are also always to our priority. Not only our dedicated representatives communicate proactively with our clients hoping to connect them with the breath of the ever-evolving markets, our team also work across different divisions internally at Univest aiming to match clients’ growth needs with proprietary trading ideas, structured financing products, bond and equity offerings.
We can facilitate our institutional and high net worth retail clients globally for their needs to trade equities and options through their accounts at Univest. Our firm has approval by FINRA to conduct market-making and leverages our relationships with other market makers to ensure timely order executions and offer more flexibility to our customers.
Options, stocks, ETFs, mutual funds, bonds, time deposits, etc.
Professionally designed software for each global investors in both English and Chinese. Webtrader and mobile app also available.
Personal customer service and account management, one-on-one agent to provide bilingual customer services
Selective primary market investment opportunity for high net worth investors with optional discretionary wealth management services
Offering 0.009usd per share, minimum 2.49usd per transaction, no maintenance fee
With more than 26 years of history, Univest is a U.S. broker-dealer registered member of FINRA, SEC and SIPC
Univest Securities, LLC. is an introducing brokerage firm of Curvature Securities, LLC. As a member of FINRA and SIPC, we offer a wide range of financial products and services to individual and institutional investors. For more details, please refer to: FORM CRS
The Taxpayer Relief Act of 1997 created new opportunities to save for your future.
The expanded features of the Traditional IRA include substantially increased income limits for spouses and upfront tax deductions. Investors who are within five years of retirement may find the Traditional IRA the best choice.
The new Roth IRA, funded with after-tax contributions, offers tax-free accumulation plus tax-free withdrawals in retirement. Most investors with more than five years to retirement will find this their best choice.
Our custom software analysis will help your broker provide sound advice on whether to convert your traditional IRA into a Roth Conversion IRA. For more information please contact us.
Education IRAs can be established by any adult and offer tax-free earnings and withdrawls for qualified higher education expenses such as tuition, room and board, books and supplies. For more information please contact us.
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