Kayan Securities Inc. provides the following products and services to ensure that its investor clientele is able to maximize its investment objectives within a single financial institution:
Kayan Securities Inc.’s Wealth Management platform is a distinguished financial advisory service which incorporates financial planning, investment portfolio management and other essential investor financial services as well as investment products to maximize the investment experience of its clientele.
Kayan Securities Inc.’s Wealth Management platform is focused on individuals, small business owners and families who desire the assistance of a financial advisory specialist to coordinate retail financial services, investment management, estate planning, and tax consulting which in turn will enhance the income, growth and tax favored treatment of short and long term investors.
Kayan Securities Inc. is able to provide a full range of investment products as well as transaction services via its association with Wedbush Securities, Inc. Investment products and services which investors can receive access to through Kayan Securities, Inc. include equities, fixed income, bonds, mutual funds, tax shelters and select private placements. Your Kayan Securities, Inc. financial professional can properly advise on these services via a direct consultation.
Kayan Securities Inc.’s Retirement Account Platform has been established to help its investor clientele properly allocate its financial resources for retirement and secure the desired financial independence.
Kayan Securities Inc. financial professionals, pursuant to regulatory Know-Your-Client (“KYC”) policies and procedures, will conduct the proper due diligence to understand their clients' retirement needs and objectives and help and guide the investor in properly setting aside money or other financial resources in order to establish a suitable future retirement income.
In order for clients to achieve financial independence, the investor along with his or her financial professional must strive to pay attention to detail while keeping in mind that early retirement planning ensures maximum potential for the growth of retirement investments.
Kayan Securities, Inc. financial professionals are able to provide the following retirement investment services:
IRA / Roth IRA / SEP IRA / IRA Rollover
401k Plans / 403b Plans
Money Purchase / Defined Benefit Plans
Kayan Securities Inc.’s Cash Management platform is designed to help investors and businesses process, budget and invest various forms of income such as salary, receipts and payments, in an organized and efficient manner.
Kayan Securities Inc.’s Cash Management platform makes use of a number of automated support services. Cash management services by Kayan Securities Inc. range from simple checkbook balancing to investing cash in bonds and other types of securities, both for short and long term investing goals and objectives. Other services include but are not limited to checking, savings, collateral (Margin) loans and more to meet all your personal banking and lending needs.
Kayan Securities Inc.’s Cash Management platform can benefit new and growing businesses as well as the personal and self-employed investor.
The key to the Kayan Securities Cash Management process for its investors lies in how the firm advises our clients regarding tabulating realistic projections, monitoring the receipt of various forms of income, well defined disbursements to address set financial obligations, and adhering to budgetary restrictions.
Kayan Securities is a fully disclosed broker dealer that facilitates the financial transacting of investment products for a retail and institutional clientele of investors through cash/margin accounts or DVP accounts.
Via its clearing and execution arrangements with Wedbush Securities, Kayan Securities Inc.'s staff of financial professionals have the resources, technologies and efficient market capabilities to provide its clients with the best possible trade execution of all types of financial market instruments, including but not limited to:
Our Wedbush Securities provided workstations is a fully automated system which allows the Kayan Securities financial professional to monitor across the life of the trade to streamline pre- and post-trade processes.
The result is the efficient and best trade execution experience and productive business relationship for the client and Kayan Securities Inc.
Restricted Securities are securities with limited transferability. These types of securities are usually issued in a private placement and the certificates will contain a legend stamped or printed on them restricting sale until such time as a Registration Statement has been filed registering them for trade.
As a full service broker dealer; Kayan Securities has the capabilities to help investors sell these restricted investments and maximize their financial potential.
Restricted Securities Rules 144, 145 and 701 are highly complex and require the necessary knowledge and due diligence to ensure that the sale of these securities are made in compliance with the law.
Kayan Securities Inc. can help you through the paperwork as well as the regulatory framework governing these securities that usually can delay the transaction process. At times the ever-changing regulatory environment can be both overwhelming and complicated. However, the expertise of the financial professionals of Kayan Securities Inc. can perform these transactions in a smooth and timely manner.