Investment Services

Securities Equity Group ("SEG") offers brokerage services to retail investors, including stocks, bonds, exchange-traded funds, and mutual funds. Please contact us for further information or should you have any questions.

More Information

For additional information, please see the terms and conditions within the Brokerage Account Agreement, the New Account Form, and/or the mutual fund Prospectus and Account Application that your financial professional will provide you.

Contact SEG

You can request additional up-to-date information about our brokerage services, commission schedules, or a copy of our Client Relationship Summary by calling our office toll-free at (800) 445-9822 or by email info@securitiesequitygroup.com .

  • At Securities Equity Group (SEG) we specialize in providing individuals, families and business owners with comprehensive services.

  • Our clients’ situations are diverse and often complex and no two solutions are exactly the same. Yet many of our clients have two things in common - they have high expectations and they are satisfied!

  • Discover the SEG Difference and how SEG can help grow, protect, preserve, utilize, and transfer your wealth.

Investment Expertise for Individuals

 At SEG we take great care to help individuals and families with their investments.

Investment Expertise for Businesses

SEG coordinates advice from you with advice from your tax lawyer, CPA, and other key advisers.

Financial Stewardship & Giving

Our 30 plus years of working with philantropic clients gives us a unique insight in Financial Stewardship.

Discover SEG

We encourage you to contact us to take that first important step that will help you achieve your financial goals.

Clients can access accounts online - simply click this link Client Log-In