FINANCIAL SERVICES
Fidelity Bank recognizes that our customers' needs often reach beyond banking services
and products, and we have made arrangements with providers that can give you access
to a number of other financial services and products.
UVEST Financial Services, Inc. is a securities broker/dealer and investment advisor,
registered with the Securities and Exchange Commission and a member of the Financial
Industry Regulatory Authority (FINRA). It also is licensed to provide insurance
products and services in North Carolina and other states. Through its Registered
Representatives, UVEST provides securities brokerage and insurance products and
services to its clients, including our customers and others in our coverage area.
UVEST Financial Services is a separate entity and is not affiliated with Fidelity
Bank.
UVEST offers a broad array of securities and other non-bank products to help meet
the needs of clients' financial portfolios. Their products include, among others,
stocks, bonds, corporate bonds, municipal bonds, mutual funds, real estate investment
trusts ("REITs"), fixed and variable annuities, and U.S. government and government
agency instruments. UVEST’s Registered Representatives work diligently to find the
products to address clients' investment objectives, consistent with their financial
profile and risk tolerance.
UVEST also offers clients access to financial and insurance planning services and
to many other specialized financial services and products including:
- Individual Retirement Accounts
- Business Retirement Plans
- Wealth Management Platforms
- Life Insurance
- Long Term Care Insurance
Fidelity Bank does not sell or provide securities investment management, investment
advisory, or broker/dealer products or services. All those products and services
are provided to Fidelity Bank's customers through UVEST Financial Services, Inc.,
which is a separate entity and is not affiliated with Fidelity Bank. These securities
and investment products are not FDIC insured; are not deposits or other obligations
of and are not guaranteed by Fidelity Bank; and are subject to investment risks,
including possible loss of the principal invested.
Securities and insurance products offered by UVEST Financial Services and its affiliates,
member of FINRA and
SIPC. Investment Advisory Services offered by UVEST Financial Services,
an SEC Registered Investment Advisor.
This site is designed for U.S. residents only. The services offered within this
site are available exclusively through our U.S. registered representatives. UVEST
Financial Services U.S. registered representatives 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.
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Not FDIC Insured
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Not Bank Guaranteed
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May Lose Value
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Not Guaranteed by any Government Agency
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Not a Bank Deposit
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