Investment Services

Security Federal Investment Services logo with blue and green "S" ribbon

Established in December of 2016, Security Federal Investment Services introduces personalized financial consultations. 

Charlie Vergara, LPL Financial Advisor, can help you with: 

  • 401(k) Rollovers
  • Traditional & Roth IRAs
  • Education Savings
  • Employer-Sponsored Retirement Plans
  • Stocks, Bonds, Annuities
  • Retirement Income Planning
  • Long-Term Care and Life Insurance
  • Investment Advisory Services
  • Charitable Giving Strategies
  • Mutual Funds
  • Much More

Call Charlie Vergara, LPL financial advisor, today at 765-471-3507 or send an email to charlie.vergara@lpl.com to schedule an appointment. Ask about our complimentary financial checkups.  

Broker Check image for Investment Services

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Security Federal Savings Bank and Security Federal Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Security Federal Investment Services, and may also be employees of Security Federal Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Security Federal Savings Bank and Security Federal Investment Services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana. Securities and insurance offered through LPL or its affiliates are:

 Not Insured by FDIC or Any   Other Government Agency

 Not Bank     Guaranteed

 Not Bank Deposits   or Obligations

 May Lose Value

 

 

 

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