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BCP Disclosure


Latest at BUYandHOLD
 

In observance of the Labor Day holiday, the New York Stock Exchange (NYSE) will be closed all day Monday, September 1, 2014.


We would like to wish you and your families a HEALTHY and HAPPY HOLIDAY.



 

New Fee Schedule
Effective June 1, 2014, the pricing plan for your account(s) has changed. As a result, if your billing anniversary falls on the weekend of May 31, 2014, you will be billed at the new Plan rate for June 2014.

Click Here for More Details



 

Wall Street History
Brian Trumbore 
Foreign Holders of U.S. Debt

 

Revised 1099 Deadline

Please be advised that the IRS has revised the upcoming delivery deadline for 1099 tax statements for the 2013 tax year.

Clients with accounts holding Widely Held Fixed Income Trusts whose 1099 is not currently showing on the BUYANDHOLD Website should have their 2013 1099 tax forms on our website by 2/28/2014.

Clients will be notified by email as soon as the tax forms are available.



 

Please note: Click here to review the updated Fee Schedule, effective
December 10, 2013.

 

 

Freedom Investments, Inc. Statement of Financial Condition As of December 31, 2013 (Audited) (PDF document)

 

 

Freedom Investments, Inc. Statement of Financial Condition As of June 30, 2013 (Unaudited) (PDF document)

 

 

Freedom Investments, Inc. Statement of Financial Condition As of December 31, 2012 (Audited) (PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
June 30, 2012 (Unaudited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
December 31, 2011 (Audited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
June 30, 2011 (Unaudited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
December 31, 2010 (Audited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
June 30, 2010 (Unaudited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
December 31, 2009 (Audited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
June 30, 2009 (Unaudited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
December 31, 2008 (Audited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
June 30, 2008 (Unaudited)
(PDF document)

 

 

Freedom Investments, Inc.
Statement of Financial Condition
December 31, 2007 (Audited)
(PDF document)

 

  Closed End Bond Funds
To help you further diversify your portfolio, we are offering a small selection of closed-end bond funds.

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Additional fees may apply for certain Optional Services we offer.
Dollar-cost averaging, compounding, and Periodic Investment Plans do not assure a profit and do not
protect against losses in declining markets.



The BUYandHOLD website contains links to third-party websites on the Internet. BUYandHOLD provides these links to these websites only as a convenience to users of the website. Links on the BUYandHOLD website are not endorsements by BUYandHOLD or Freedom Investments, implied or express, of the linked sites or any products, services or links in such sites; and no information in such sites has been endorsed or approved by BUYandHOLD. Linked sites are not under the control of BUYandHOLD or Freedom Investments, and we are not responsible for the contents of any linked site or any link contained in a linked site. No information contained in the BUYandHOLD website or accessed through any linked site, or any link contained in a linked site, constitutes a recommendation by BUYandHOLD or Freedom Investments to buy, sell or hold any security, financial product or instrument. Information accessed through linked sites is not, nor should be construed as, an offer or a solicitation of an offer, to buy or sell securities by BUYandHOLD or Freedom Investments. BUYandHOLD does not offer or provide any investment advice or opinion regarding the nature, potential, value, suitability or profitability of any particular security, portfolio of securities, transaction or investment strategy, and any investment decisions you make will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs.


BUYandHOLD routes orders to Oppenheimer (member FINRA/SIPC) three times a day, and provides real-time trade executions, unless BUYandHOLD or any of its agents or affiliates experience technical, mechanical or other difficulties, including but not limited to, delays or loss of service resulting from computer, electronic, mechanical, or communication line failure, heavy trading volume and/or market conditions beyond our control.

Click here to read how BUYandHOLD routes orders pursuant to U.S. Securities and Exchange Commission rule 606.

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Freedom Investments, Inc. Member FINRA/SIPC
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