Account Types

Cash Account- All securities and investment transactions must be paid in full by the
settlement date.

Margin Account- Allows you to borrow against your eligible securities to purchase
additional securities (Available for Certain Accounts). Please call your advisor to see if
your account is eligible. Margin Accounts are required for a short sale.

Options Account

Advisory Account

IRA Account- Contact us to determine appropriate IRA (Roth, Traditional, Rollover, etc.)

Individual Account

Joint Account

Direct Business- For investments in Alternative Products only.

Trust Account

Corporate Account

529 Plan


Determine which account is right for you by setting up an appointment with an Atlantic
Wealth advisor today. Contact us at
+1 954 315 3921 and request to speak to an
advisor for New Accounts.
En Español
Private Client Group
Atlantic Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International
Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered
Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures" tab at the top of page for important information.
+ 1 954 315 3921
+ 1 954 315 3921