Why Us?

With there being a large number of brokerages out there to choose from, finding the right financial services provider can be a daunting task. South Eastern Trading understands that when looking for a broker you need to know that they will offer you the services you need when you need them.



    South Eastern Trading offers our clients a complete package when it comes to our services, including investments that are available to them. When using our services you will have access to our research reports, analyst reports, and broker insights into a diverse selection of investment opportunities including:

    • Corporate and government bonds
    • Unit investment trusts
    • Mutual Funds
    • Bank CD's
    • Fixed rate annuities
    • Stocks
    • IPO's
    • Alternative investments
    • Fixed Income Investments
    • And more

    In addition to the investment opportunities we offer, we also give you access to a large variety of portfolio’s including retirement plans, education funds, IRA’s, Estate plans, and trust services. We use the vast wealth of experience our advisors have, and the expertise of our researchers to give you the advice and assistance you need when investing in the markets. Working with South Eastern Trading you will be able to utilize the most effective investment vehicles to assist you in reaching your financial goals.


    South Eastern Trading have always believed that service and client satisfaction are two of the most important parts of what we do and with that in mind we aim to offer our clients the best service all year round. We are always improving our service based on client feedback, and we know that when dealing with your finances you don’t want to talk to a robot. We go above and beyond to deliver each of our clients a personal service with the professionalism to aid in reaching your financial goals. The strategies we implement into your portfolio will be constantly evolving as the markets change, which is why we make it our duty to keep you in the know regarding your portfolio and your investments. As the markets change we will need to adjust your portfolio, so we do our very best to keep in contact with you at a time that is convenient to discuss any potential changes that need to be made. South Eastern Trading will as standard provide our clients with a monthly report on their portfolio, however we understand that for newer investors, they would like us to keep in contact more often, which we are happy to oblige to.


    South Eastern Trading believes in the age old saying that two heads are better than one, and when it comes to your portfolio we know that more than two heads is even better. When working with one of our portfolio managers, you will have access to not only their insights, but the insights of experienced researchers, analysts and other financial professionals. Working this way we are able to provide our clients with the right advise that they need, when they need it. Additionally this also allows for our brokers to come together and exchange ideas, expertise and experience in the markets. Our team focused approach also means that your portfolio will get even more attention than with your local broker, and we are also made more available to give you a more personal service.

    South Eastern Trading focuses on attention to detail when it comes to their advice, and sometimes even the smallest details can make a big difference, which is why we provide our clients with detailed research reports into companies, so they can see exactly what we are looking at. As a team here at South Eastern Trading we deliver our clients exceptional advice on an ongoing basis, this paired with our competitive client services makes our clients feel a lot more comfortable in the world of finance.

    Working with us, you will receive exceptional personalized service with no long holds or robots on the phone, and no automated responses. We welcome our clients to keep in touch whenever is convenient to them by email, phone, or in person.

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