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UVEST Financial Services
UVEST Financial Services is a leading provider of investment and insurance programs supporting over 300 financial
institutions and their clients across the United States representing over $10.2 billion in assets. Headquartered
in Charlotte, N.C., UVEST was founded over 23 years ago by a team of former bankers and investment industry veterans.
Their goal was to enable financial institutions to offer a wide array of financial services to their clients. UVEST
is a registered broker dealer and is a NASD/SIPC member firm. FB Financial Services in conjunction with UVEST is
committed to providing you with access to outstanding products and services to help meet your investment goals.
Together with UVEST, we offer:
- Stocks and Bonds
- Tax Deferred and Tax Free Investments*
- Annuities - Fixed or Variable
- Retirement Plans
- Life Insurance
- Long Term Care Insurance
* May be subject to alternative minimum tax. FB Financial Services & UVEST are not tax or legal advisors. Please
consult your tax and/or legal advisor prior to making a tax or legal related investment.
Want to start investing but don't know where to begin? Talk to one of our Investment Officers. FB Financial Services
provides online trading and broker assisted trading via UVEST for only $20 a trade! Contact us at:
Email: fbfin.serv@uvestmail.com
Call: (800) 400-7067
Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, Member FINRA www.finra.org /SIPC www.sipc.org.
UVEST and FB Financial Services are independent entities.
| Not FDIC Insured |
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Not Bank Guaranteed |
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May Lose Value |
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| Not Guaranteed by any Government Agency |
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Not a Bank Deposit |
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