Saxony Securities Inc

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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13 Years

in Business

(321) 207-0542Call Visit WebsiteVisit Website Map & DirectionsDirections300 N Ronald Reagan Blvd Ste 303Longwood, FL 32750 Write a ReviewWrite Review

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Saxony Securities Inc

Roth IRA
This disclosure is provided to you in connection with investment advice provided to you in connection with assets held in an IRA, Roth IRA, Archer Medical Savings Account, a Plan covered by Title I of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), or a plan described in Section 4975(e)(1)(A) of the Internal Revenue Code (“Code”). This disclosure may supplement other agreement(s) we have entered into with you in connection with your account(s) (“Account”) including, without limitation, any insurance or annuity contract or application, account opening agreement, investment program agreement or similar document.

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More Info

Neighborhood: Longwood
Other Link: http://saxonysecurities.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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03/15/2009

Overall

great

my first time , She is so in tune with . How is she so good? I will be back.I am amazed.

Details

Phone: (321) 207-0542

Address: 300 N Ronald Reagan Blvd Ste 303, Longwood, FL 32750

Website: http://saxonysecurities.com

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Saxony Securities Inc

Roth IRA
This disclosure is provided to you in connection with investment advice provided to you in connection with assets held in an IRA, Roth IRA, Archer Medical Savings Account, a Plan covered by Title I of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), or a plan described in Section 4975(e)(1)(A) of the Internal Revenue Code (“Code”). This disclosure may supplement other agreement(s) we have entered into with you in connection with your account(s) (“Account”) including, without limitation, any insurance or annuity contract or application, account opening agreement, investment program agreement or similar document.

Investment Management
This disclosure includes information that is required to be provided to you by the U.S. Department of Labor’s Best Interest Contract Exemption, 81 Fed. Reg. 21002 (April 8, 2016) (“Best Interest Contract Exemption”). That exemption permits your Registered Representative, us, our Affiliates and Related Entities to receive compensation for services in connection with recommendations that we or your Registered Representative may from time to time make to you concerning the purchase, sale or holding of investments for your Account, including any related rollover or distribution recommendations, recommendations on investment policies or strategies, portfolio composition, the selection of other persons to provide investment advice or investment management services, or the selection of investment account arrangements (e.g., brokerage or advisory), without violating the prohibited transaction provisions under ERISA that might otherwise apply. This disclosure is effective only with respect to investment recommendations described in Section 2 that we or your Registered Representative may provide during the period of June 9, 2017 through December 31, 2017. In no event will this disclosure apply to investment recommendations we or your Registered Representative may provide prior to this period.
Mutual Funds
Investors may view their investment account statements, tax statements and trade confirmations online. They also can access quotes, read news stories, and perform research using advances screeners and thousands of stocks, mutual funds and ETFs- all online, at their convenience. Unlimited access and user-friendly interface will help you manage your investments.
Bonds
Money Market Funds
Cash Sweep. If a customer holds an account at our clearing firm through Saxony, a service is offered to sweep cash held within accounts into an interest-bearing FDIC insured cash account (“ICA”) or money market funds. Under the agreement with each ICA or money market fund in which customer cash is deposited, Saxony receives a portion of the fee equal to a percentage of the average daily deposit balance.For accounts held at Saxony that are not eligible for the ICA, uninvested cash balances are automatically invested in a money market fund. Saxony receives compensation for marketing support from these fund sponsors. These payments are in addition to recordkeeping and 12b-1 fees received by Saxony. This compensation is retained by Saxony and is not typically shared with Saxony Registered Representatives.

Annuities
Third-Party Compensation. Saxony and Saxony Registered Representatives receive compensation from investment sponsors, in connection with investments the customers make in securities, such as mutual funds, annuities, and alternative investments. The types of third-party compensation are described below.
Long Term Care
Asset Management
The Asset Management Account is an advisory program offered by our affiliate Saxony Capital Management, LLC, an SEC registered investment advisor. Through the Asset Management Account, an advisor representative may manage their client’s assets on a discretionary basis. The clients’ will have a choice of two options to pay transactions costs. The first is an inclusive fee that covers ticket charges with no confirmation fee. The second option is that the client would pay a flat charge per transaction with a confirmation fee.

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