Creating Partnerships One Fund at a Time

Welcome to Unified Financial Securities, Inc.

As
a licensed broker-dealer, Unified Financial Securities, Inc. is a full service mutual fund distribution company.  As a broker dealer registered in all 50 states, our statutory distribution services offer the quality and affordability applicable to any size of mutual fund.  In partnership with Unified Fund Services, Inc., we have created many beneficial synergies with our distribution services in completing a total fund services package for many types of funds. 

As a partner to investment companies, Unified Financial Securities, Inc. has experience providing quality and value to the mutual fund industry. 

Our Active Distributor services give our clients the tools to bring their product to the marketplace and build successful sales and marketing campaigns.  As a fund company, our clients want to make the most out of their sales and marketing endeavors and Unified Financial Securities, Inc. is there to help them along the way.  As an experienced service provider, we pride ourselves on creating long lasting partnerships with our fund clients and creating successful plans that equal success.

As a firm with solid values on education and training, we believe the ultimate variable in a successful distribution campaign is grounded in successful planning and preparation.  As the industry changes, the need for educational curriculum and training continues to be an overriding factor in success.  As a complement to our distribution services, we have launched Unified University (www.UnifiedUniversity.com) as a training and educational platform offering the highest quality training curriculums in the industry today. 


Unified Financial Securities, Member NASD
431 N. Pennsylvania Street  |  Indianapolis, IN  46204  |  800.862.7862  |  CustomerService@UFSecurities.com



Site Designed By Online-Results.com