• Other Investment Opportunities

Other Investment Opportunities

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First Tennessee Brokerage, Inc., can also help you build your portfolio with any of the following investment opportunities:

Municipal Securities, Government, and Mortgage-Backed Securities

Investment instruments backed by federal, state, and local government agencies, these securities offered through First Tennessee Brokerage, Inc., present a range of maturities and payment schedules.

Municipal Securities, Government Securities, and Mortgage-Backed Securities are available to help you build your investment portfolio, and our trained professionals will help you determine which are right for you.

Municipal Securities Features

  • Debt obligations issued by states, cities, and local governments to fund public works projects
  • Interest on some municipal securities is federal income tax free
  • Offer market liquidity
  • Maturities from 1-30 years

Government Securities Features

  • Backed by the US Treasury
  • Treasury Bills, Treasury Notes, and Treasury Bonds available
  • Maturities from 1 month – 30 years

Mortgage-Backed Securities Features

  • Backed by either the Government National Mortgage Association, Federal Home Loan Mortgage Corporation, or Federal National Mortgage Association
  • Secured by pools of mortgages which pay both principal and interest
  • Offer market liquidity

Bonds

First Tennessee Brokerage offers customers access to several types of bonds including zero coupon bonds, municipal bonds, and select corporate bonds.

Unit Investment Trusts

A Unit Investment Trust is a fixed portfolio of securities sold to investors in trust "units," which represent fractional undivided ownership interests in the portfolio until maturity or redemption. Unit Investment Trusts are "closed-end" funds, i.e. they have a fixed number of units available to investors. With a fixed rate of interest, these securities offer liquidity, although their value will fluctuate. Maturities range from five to 30 years. Dividends are distributed monthly and annually.

 

Investments are:

  • Not a Deposit  
  • Not Guaranteed by the Bank or its Affiliates  
  • Not FDIC Insured  
  • Not Insured by Any Federal Government Agency  
  • Not Guaranteed to Retain Value  

Investments available through First Tennessee Brokerage, Inc., (FTBR), member FINRA, SIPC, and a subsidiary of First Tennessee Bank National Association.

The Securities and Exchange Commission requires broker-dealers to publish certain order related data. Click here to view this data as required by Rule 11Ac1-6.

The state tax benefits of 529 plans may be limited to those investments offered by your state or that of the designated beneficiary. Potential state-based benefits should be considered as one of the factors in making an informed investment decision. Please consult your tax advisor about state tax consequences or benefits of a 529 plan.

First Tennessee does not offer tax or legal advice. You should consult your personal and/or legal advisor concerning your individual situation.

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