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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.
To contact FirstMerit Investment Services call 1-800-627-1289 or to make an appointment with a Financial Consultant, please click here to locate the branch nearest to your home or office.
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
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempt from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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