"As The World Turns"
3 by 5 feet; acrylic; 1998
BIRKELBACH
INVESTMENT SECURITIES, INC.
MEMBER FINRA /MSRB/ S.I.P.C.
"9-11"
3 by 5 feet; acrylic and
watercolor; 2001
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"As The World Turns" 3 by 5 feet; acrylic; 1998 |
BIRKELBACH MEMBER FINRA /MSRB/ S.I.P.C. |
"9-11" 3 by 5 feet; acrylic and watercolor; 2001 |
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For Client Purposes Customer Account Link -- Pershing LLC, a BNY Mellon company
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WHERE PEOPLE ARE IMPORTANT208 SOUTH LASALLE STREET Carl M. Birkelbach - Chairman & Chief Executive Officer INVESTMENT ADVICE............BROKER/CLIENT RELATIONSHIPS..... ....FINANCIAL PLANNINGBirkelbach Investment Securities has provided a full range of brokerage services to investors since 1978. Through our correspondent relationship with Pershing LLC, a BNY Mellon Corporation with over $770.2 billion in customer assets (as of December 31,2009). We offer superior execution services. Combining these strengths with our personalized service, independent research and financial planning capabilities, we provide a desirable alternative to the standardized products and treatment typical of Wall Street. Most important of all, we offer a high level of attention to the needs of our customers. WHERE PEOPLE ARE IMPORTANTOur experienced brokers are committed to understanding each client's particular situation and investment objectives. Our investment advice and financial planning reports are tailored to meet those goals and include a full range of investment alternatives and strategies. We do our best to provide the kind of information, analysis and advice that will assist our clients in making informed and comfortable decisions. INDEPENDENT RESEARCH...SUPERIOR EXECUTIONAnchored by our Investment Strategy Letter, we do innovative research, independent of Wall Street's often counter-productive conformity. Order execution is handled for us by our highly-efficient clearing firm, Pershing LLC. In addition, we offer discounted commissions where appropriate. PERSONALIZED INVESTMENT SERVICEOur services are designed to meet the various needs of each individual investor. These services are paid either by commission, through Birkelbach Investment Securities, a FINRA registered broker dealer or on a fee basis through Birkelbach Management Corporation, a registered investment advisor. We provide:
We can assist you and your business with retirement plans, such as profit-sharing plans, 401k plans and IRA's, including retirement rollovers. CHOICE OF INVESTMENT ALTERNATIVESAmong the tools we can utilize to implement your investment objectives are:
BEST of BOTH WORLDSBirkelbach Investment Securities, Inc. is a member of the The Financial Industry Regulatory Authority (FINRA) ; Securities Investors Protection Corporation (SIPC) and the Municipal Securities Rulemaking Board (MSRB). We are proud to be a correspondent of Pershing LLC, BNY Mellon Company, a leading global financial business solutions provider.Pershing executes our orders, issues confirmations and monthly statements, accepts payment and holds both cash and securities. Our clients enjoy the best of both worlds: our personalized service and independent advice, together with the back-office efficiency and excellent execution capabilities provided by Pershing LLC, BNY Mellon Company.Birkelbach Management Corporation is a registered Investment Advisor |
Carl M. Birkelbach's Biography Stock Market Forecasting Through Charting
Stock Market Art
The Metaphysical Nature of Price Movement (157kb) BIS Office Procedures 2009/10(Word Format) Written Supervisory Procedure and Compliance Manual Anti Money Laundering Procedure
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