Investments
Securities offered through Steve Purdy, registered
representitive of American
Portfolios Financial Services, Inc. Member
FINRA, SIPC, MSRB.
Innovative Insurance Solutions, Ltd. and American Portfolios Financial
Services, Inc. are not affiliated entities.
Steve Purdy, ChFC®, as a registered
representative of American Portfolios Financial Services, provides
investment guidance based on your financial goals and situation.
The firm offers a full range of non-proprietary investment products.
Because American Portfolios is not part of a multinational wire house
or an insurance conglomerate, the company is not captive to a particular
brand or family of products.
For further information regarding securities, contact
Steve Purdy at spurdy@americanportfolios.com.
Retirement
401(k), Pension and Profit-Sharing Plans
403(b) Tax–Deferred Investment Plans
Custodial Accounts (UGMA’s/UTMA’s)
Roth IRA
SEP and Simple IRA Plans
College Savings
529 College Savings Plans
Coverdell Educational Savings Plans
Securities
Bonds
Equities
IRAs
Unit Investment Trusts
Variable Life Insurance
Certified, Long Term Care (CLTC), Chartered Financial Consultant
(ChFC®), Chartered Life Underwriter (CLU®), Licensed Insurance Broker
(LTC, Life, Health, Property and Casualty) and Licensed Securities
Representative. Honor Roll, Million Dollar Roundtable (MDRT).
“We have known Steve
Purdy and his family since he was a young boy. Over the years,
he has frequently given us financial advice. We have always
appreciated his concern, integrity and thoroughness."
Charles and Jane Carter
Read
more IIS customer testimonials. |
Learn more about American
Portfolios Financial Services, Inc. (APFS) |
