What type of securities can I trade ? You can trade all U.S. listed and over-the-counter stocks and bonds, listed equity and index options, and foreign securities with a U.S. market, including ordinaries and ADRs.
Can I trade Canadian and other foreign shares? Yes, we specialize in international issues and actively trade both foreign ordinaries and ADRs at no extra commission charge.
What type of accounts are available? We offer cash, margin and option accounts as well as a full range of tax-deferred retirement accounts such as IRAs, Rollover IRAs, and SEP-IRAs. We also handle DVP/RVP accounts, corporate accounts, trust accounts, and investment clubs.
Is there a minimum required to open a de Bary account? No minimum investment is required.
How much are your stock commissions? Our rates are substantially less than full service brokers. Also, we provide at no extra charge certain incidental services, including: money journals between accounts, limit orders, duplicate statements, reorganization entries, etc.
How long have you been in business? World First Financial Services, Inc. Inc. was founded in 1962.
How safe is my investment portfolio? Securities held in your account can be protected to $500,000 ($100,000 limit for cash) through SIPC , and up to your net equity securities balance through First Clearing LLC.
I notice that your clearing firm is First Clearing LLC. Who are they? What is a clearing firm? First Clearing LLC (FCC) is a wholly-owned subsidiary of Wells Fargo. FCC does the accounting of all our trades, clears our trades, mails our trade confirmations and is the custodian of the cash and securities in our clients' accounts.
Can I call a broker to execute trades? Yes, you can speak to a broker from 8:30 AM to 5:15 PM (New York time), Monday through Friday, to place orders or obtain account information.
How do I get money out of my account? You simply email, fax or phone us with your check request. We will mail a check to your order that day. There is a noon deadline for same-day mailings.
If I have any more questions, how can I contact you? We are happy to answer your personal questions and honor requests for our services at 800-301-5500 or 212-584-2001.
E-mail: info@worldfinancial.net