Marquette de Bary Co., Inc. maintains all standard types of accounts, including: individual, joint, partnership, IRA, investment club, estate, trust, pension, profit sharing, and corporate.

We accommodate margin accounts, short sales, and option trading, in addition to traditional cash accounts.

We have made our new account application available on-line. If your browser does not support forms, or if you would prefer to use postal mail, send an e-mail note to us requesting the application.

We can fax you the form, if you prefer, and you can fax back to us at 646-380-8891. Then mail the original to our New York offices:

World First Financial Services, Inc.
Attn: New Accounts
270 Madison Avenue, Suite 1503
New York, NY 10016

Once your account documents are received and approved, we'll supply you with an account number. After you are assigned an account number, you may wire US dollar funds to your account at our clearing agent through:

Wachovia Bank
ABA # 051400549

     3442 Orange Ave NE

       Roanoke Virginia  24012
Beneficiary:  First Clearing LLC
Acct. # 5050000000631
Further credit: [  Your name  ] / [  Your account number  ]

Foreign accounts must also wire US dollar funds and add to the instructions: Swift:   PNBPUS33

When funds and/or securities are in your account, you will be free to trade.

 


World First Financial Services, Inc.

270 Madison Avenue, Suite.1503

New York, NY 10016
USA


Fax :  646-380-8891

 

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