Stocks
Want to start investing but don't know where to start? Talk to one of our Investment Officers. FB Financial Services
provides access to online trading and broker assisted trading via for only $20.00 a trade!
Stocks are heavily influenced by a market rise or decline. There are also different types of stock: preferred stock,
and common stock. Seeking professional advice is best. Our Investment Officers are knowledgeable and can advise you
on determining the best solution for your individual situation.
Buying Stocks:
As with any investment, stocks should be bought in accordance with your risk tolerance and objectives. The added
benefits of professional guidance can assist in choosing the best product to meet your goals. Dedicated Investment
Officers are here to answer your questions and help you get on the right track!
Growing Your Portfolio:
Are you ready to pursue further stock options? Our Investment Officers can evaluate your existing portfolio and optimize
your current stock investments to help you meet your goals.
Bonds
There are many types of bonds - corporate, government, municipal, and others - each type brings different benefits,
risks, and tax considerations to an investor's portfolio.
Municipal bonds may better serve investors interested in tax efficiency. The interest earned on municipal bonds is
exempt from federal income taxes and often from state and local taxes. For investors in higher tax brackets municipal
bonds may be a better choice than taxable bonds.*
All investments involve risk. While some risks are common to all investments, some risks may affect some investments
more than others. It is prudent to determine whether the risks fit your tolerance and overall goals.
* May be subject to alternative minimum tax. FB Financial Services & Sorrento Pacific Financial, LLC are not tax or legal advisors. Please consult
your tax and/or legal advisor prior to making a tax or legal related investment.
Our investment officers are available to help you decide which
investments best meets your needs.
Contact us at: (800) 400-7067
Non-deposit investment products and services
are offered through Sorrento Pacific Financial, LLC ("SPF"),
a registered broker-dealer (Member FINR/SIPC) and SEC Registered
Investment Advisor. Investment Representatives are registered through
SPF. Fremont Bank has contracted with SPF to make non-deposit investment
products and services available to bank clients. Products offered
through SPF are:
| Not FDIC Insured |
 |
Not Bank Guaranteed |
|
May Lose Value |
|
| Not Guaranteed
by any Government Agency |
|
Not a Bank Deposit |
|
|
