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Investments & Brokerage
At Security State Wealth Management we are committed to
helping our clients turn their aspirations and financial dreams into realities.
Our dedication is firmly rooted in our goal to provide high-quality,
comprehensive financial services in an atmosphere that allows us to get to know
you better – your family, your business, your financial goals and your
investment needs.
Through our partnership with UVEST Financial Services, our clients have access
to a wide array of financial and wealth management solutions, including services
such as professional money management, retirement and education planning, and
Investment products including stocks, bonds, mutual funds, annuities and
insurance products. UVEST is a leading provider of investment and
insurance programs to financial institutions across the country, and is a
registered broker/ dealer and an FINRA member firm.
To learn more about these and other investment solutions, contact your local
Security State Bank branch or one of our Financial Advisors at (806) 785-8500.
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Products & Services |
Financial Advisors |
Annuities
Mutual Funds
Stocks & Bonds
Individual Retirement Accounts
Insurance Products
Tax Advantaged Investments
Retirement Planning
Business Retirement Plans
Education Planning & 529 Plans
Professional Asset Management
Financial Planning
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Kevin Rule
7801 Quaker Ave
Lubbock, TX 79424
Lois Shields
7801 Quaker Ave.
Lubbock, TX 79424
Matt Stroud
7801 Quaker Ave
Lubbock, TX 79424 |
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TO VIEW YOUR BROKERAGE ACCOUNT ONLINE, CLICK HERE.
FOR DISCOUNT BROKERAGE
ACCOUNT ONLINE,
CLICK HERE.
Securities and Insurance Products are offered by UVEST Financial Services
and its affiliates, Member FINRA, SIPC. UVEST and Security State Wealth Management are independent
entities.
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Not FDIC Insured - Not Bank Guaranteed
- May Lose Value
Not Guaranteed by any Government Agency - Not a Bank
Deposit
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This site is designed for U.S. residents only. The
services offered within this site are available exclusively through our U.S.
registered representatives. UVEST Financial Services U.S. registered
representatives may only conduct business with residents of the states for which
they are properly registered. Please note that not all of the investments and
services mentioned are available in every state.
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