Velon Trust Bank Investment Services



Disclosures

SSLLC FMAX Advisory Program Wrap Fee Brochure

Conflicts of Interest

SID ADV Part 2B: Brochure Supplement

Customer ID Program

Business Continuity Plan

Form CRS

Commission and Fee Schedule

Order Routing Practices

Compensation Disclosure

Privacy Policy

Revenue Sharing


Securities and advisory services are offered through Velon Trust Bank Investment Services, a division of Velon Trust Bank Securities LLC. Velon Trust Bank Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Velon Trust Bank Securities LLC or its affiliates.

INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Velon Trust Bank Securities LLC U.S. registered representatives may only conduct business with residents of the states in which they are properly registered. Please note that not all of the investments and services mentioned on this website are available in every state.

The content on this website is intended for information/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information on this website does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Investments are subject to risk, including the loss of principal. Because investment returns and principal values fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.

Third-party links are provided to you as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Information on such sites, including third-party links contained within, should not be construed as an endorsement or adoption by Velon Trust Bank Securities LLC or Velon Trust Bank Investment Services of any kind.

SSLLC is registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board. An investor brochure that describes the protections available under MSRB rules and instructions on how to file a complaint with an appropriate regulatory authority can be found on the MSRB website at www.msrb.org.

Velon Trust Bank Investment Services is an affiliate of Velon Trust Bank, N.A.