If you have any questions, please call your Financial Advisor or call Online Support toll-free at 1-877-488-3748. Outside the U.S. dial (704) 715-3860. © 2009 First Clearing, LLC
These valuations reflect securities or assets held at First Clearing, LLC, which carries your account and acts as your custodian for funds and securities deposited with them through Wunderlich Securities, your introducing firm, or as a result of transactions processed for your account by First Clearing, LLC. The prices indicated are obtained from sources considered reliable but may not represent actual market values. If there is no readily determinable market value for a security, its value will be carried at zero. If you have questions concerning the valuation of any of the securities, please contact your registered representative.
Personal InvestingAt Wunderlich Securities, our goal is to coordinate a comprehensive process of investment, financial and estate planning to help you achieve your financial goals.
Our financial advisors will help you navigate the complex investment environment by tailoring solutions that are unique to you. We then become your trusted advisor for the long term – staying with you through all of life’s changes.