Posted: 8/18/2010 12:43
Established in 1982, and headquartered in Charlotte, NC, UVEST was one of the first firms in the country to offer institution-based investment programs once the laws were revised to allow financial institutions to offer non-deposit securities. A team of former bankers and investment industry veterans founded UVEST Financial Services for the sole purpose of enabling financial institutions to offer an array of financial services to their members. UVEST has no ownership interest from vendors of investment products, or other potentially conflicting relationships.
UVEST's experience with small to mid-size financial institutions gives UVEST the added advantage of understanding the environment, culture and mind-set of credit union members. UVEST’s existing client base consists of over 230 financial institutions located throughout United States and whose assets total more than $70 Billion.
UVEST is dedicated to providing competitive discount brokerage services. UVEST is a registered broker/dealer and a member of FINRA, SIPC and SIA.
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