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Investment Information

Investment knowledge is important for our clients so that they can more thoroughly understand the products we offer.

Stocks (Equities)
Bonds (Fixed Income)
Specialty Fixed Income Products

How to read the guide.

General Investment Features- provide general information about the product.

Tax Consideration- gives information on special tax implications of the product.

Market Values- explains generally how the value of the product fluctuate within the market.

Information provided by INVEST Financial Corporation.

For Information on other products here are the following links:

Mutual Funds
Unit Investment Trusts (UITs)
Options

Registered Representative of, and securities, advisory services and insurance products through INVEST Financial Corporation (INVEST), member FINRA /SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with Mayo-Vera Financial Advising.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may

only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure

requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.