Presentations (2872)


TD Ameritrade

Margin Handbook Margin can be an important part of your investment strategy. The Margin Handbook is designed to help you understand what margin accounts are and how they work. For specific questions about your margin account, we encourage you to contact a Client Services representative. Page 1 of 17 Contents What Is...


TD Ameritrade

Account Handbook Keep this information handy. It’s your resource for details on investing and contacting TD Ameritrade when you need questions answered. Read on to learn more about the tools we offer to help you manage your investments. Page 1 of 13 Table of Contents Contact 3 Account Management 3 Trading 3 Account History 8 Courtesy Fill Notifications (CFNs) Trade...


TD Ameritrade

Hurricane Sandy Market Closure - FAQs Due to the market closures earlier this week, we expect high call volumes and ask for your patience. Our staff is working to address client needs as quickly as possible. We know that you’re concerned with how Hurricane Sandy may affect your trading with TD Ameritrade. Here are the answers to some questions you may have. Q. What happens if I placed a...


TD Ameritrade

TD Ameritrade Futures & Forex LLC FCM-Specific Disclosure Document 600 W. Chicago Ave. Suite 100  Chicago, IL 60654-2597 Phone: 773-435-3210  Fax: 773-435-3232 TABLE OF CONTENTS Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...


TD Ameritrade

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TD Ameritrade

TD Ameritrade Business Continuity Plan Statement PO Box 2209  Omaha, NE 68103-2209 Fax: 816-243-3769 TD Ameritrade is committed to providing our clients with secure and reliable access to their accounts. This commitment includes providing information regarding plans to address disruptions in our business operations due to power outages, natural disasters, or other significant...


TD Ameritrade

Annual Report 2015 “The story of 2015 is one of continued momentum and strength in nearly every area of our business.” Fred Tomczyk Financial Results We have remained good stewards of our shareholders’ capital, deploying approximately 80 percent of our net income, excluding the amortization of intangible assets, in fiscal 2015 through a combination of dividends...


TD Ameritrade

ABOUT TD AMERITRADE Bringing the power of Wall Street to Main Street since 1975 Being the better investment firm for today’s investor. Today, through our many subsidiaries, we offer investing and trading services for more than six million funded client accounts that total nearly $700 billion in assets, investor education services boasting hundreds of thousands of graduates, and...


TD Ameritrade

This document contains forward-looking statements within the meaning of the federal securities laws. We intend these forwardlooking statements to be covered by the safe harbor provisions of the federal securities laws. In particular, any projections regarding our future revenues, expenses, earnings, capital expenditures, effective tax rates, client trading activity, accounts or stock price, as...


TD Ameritrade

Amerivest Core Mutual Fund Portfolios Powered by Morningstar Investment Management LLC powered by Morningstar Investment Management LLC Fourth Quarter 2015 Update Market check-in Analysis provided by Morningstar Investment Management LLC Stocks rebounded in the 2015’s fourth quarter, but provided little reward for the year as a whole. The S&P 500 recovered from a...


TD Ameritrade

Annuities—a source of guaranteed income, for life. Experience the security and stability an annuity can provide for your long-term income needs, plus discover benefits that can help you pursue your financial goals. Planning for the future you want. When you’re ready to develop an income plan for retirement, it’s important to determine how much money...


LPL Financial

December 1, 2015 LPL Financial Research Publishes Investment Outlook 2016 Outlook Expects Routine Year-End Outcomes in Many Areas of the Economy and Financial Markets in 2016 BOSTON, Dec. 01, 2015 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced the...


LPL Financial

Exhibit 99.1 LPL Financial Announces Financial Results for First Quarter 2015 - Advisory and brokerage assets grew 9% year-over-year to $485 billion - Assets from hybrid registered investment advisors surpass $100 billion - $200 million increase in share repurchase program authorized - LPL voices support for Department of Labor’s intentions for best interest standard Boston - April 30,...


LPL Financial

THE LPL FINANCIAL OPPORTUNITY June 10, 2015 LPL Financial Member FINRA/SIPC Member FINRA/SIPC 1 NOTICES SAFE HARBOR DISCLOSURE Statements in this presentation regarding LPL Financial Holdings Inc.'s (the “Company”) future financial and operating results, outlook, growth, plans, strategies, future market position, ability and plans to repurchase shares and pay...