Products

Overview

At Kalos Financial you are offered a wide array of products to meet your clients’ needs. In addition to standard products such as equities, fixed income, mutual funds, and annuities, we also have one of the industry’s largest selections of alternative investments.

Equities

You may enter orders online or call the Fidelity trading desk. You may also:

• Access delayed or real-time quotes
• Check order status
• Get order execution information
• Establish unlimited quote lists
• Access research from several sources

Fixed Income

Rep/advisors at Kalos use Bond Trader Pro which gives them access to the inventories of many large investment firms. Through Kalos you may offer:

• Municipal Bonds
• Government Bonds
• Corporate Bonds
• GNMA’s
• CMO’s
• Agency Securities
• Unit Investment Trusts
• Zero Coupon Bonds
• Discount Notes
• Commercial Paper
• Bankers Acceptance Notes
• CD’s

Mutual Funds

At Kalos you will have access to over 8,000 mutual funds, including many no-load and no transaction fee funds. Other services include:

• Online order entry for buys, sells, and exchanges
• Historical data provided by Thomson Financial
• Free research reports provided by Morningstar

Variable Annuities

Kalos has vendor agreements with over 40 different insurance companies.

Alternative Investments

For a look at our current product offering please contact us