What we do
Buell is a member of the MSRB, SIPC, and FINRA. As a full service broker dealer and Registered Investment Advisor we conduct transactions in all listed stocks, NASDAQ, bonds, options, and over-the-counter securities in both domestic and foreign markets. We are known for our expertise in "stock picking" as we specialize in individual equities.
// Our Business Segments //
- Buell Securities is our full-service broker-dealer.
- Buell Investment Advisors is our Registered Investment Advisory division.
What we provide for our clients:
Wealth Management
- Asset Allocation
- Financial Planning
- Financial Advising
- Hedging Strategies
- Education Savings Plans
- Estate Planning
- Retirement Solutions
- Tax Planning
- Portfolio Development/Management
New Corporate Securities
- Buell participates in new under-writings as a selling group member for equities; preferreds and exchange traded funds.
Corporate and Municipal Bonds
- We provide our clients an extensive inventory of bond offerings both taxable and tax free with various maturities.
Tax Advantaged Investments
- For individual or corporate investors who wish to offset substantial income or capital gains and participate in the ownership of real property or natural resource assets, we offer a broad range of investments such as Real-Estate investment trusts (REIT), master limited partnerships (MLP) and preferred securities.
Annuities and Life Insurance
- We recognize the importance of annuities and insurance in a balanced financial portfolio. In order to attain a balance between equity investments and those unaffected by security price changes.
Retirement and Rollover Plans
- Buell assists individual and corporate clients in establishing tax-deferred accumulation plans that will help meet their long-term objectives.
Custodial and Trust Services
- Buell maintains a corresponding relationship with Pershing, a division of Bank of New York/Mellon.