FirstMerit provides access to a comprehensive array of full-service brokerage solutions available through
INVEST Financial Corporation*, from stocks, bonds, and mutual funds to annuities, wrap accounts and options.
Our brokerage team will assist you in all the particulars of designing and establishing a portfolio. To help
monitor your investments, you will receive an easy-to-read consolidated brokerage statement and
convenient online access to all your account information.
Securities and Insurance products are:
* INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor,
is not affiliated with FirstMerit Investment Services, FirstMerit Bank, or FirstMerit Insurance Agency Inc. Securities, advisory services and variable insurance products are offered through INVEST and affiliated insurance agencies. Other insurance products offered through FirstMerit Insurance Agency Inc., a subsidiary of FirstMerit Bank.
Important Consumer Information
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