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Services...

Mr. Polimeni prides himself on exemplary customer service and accessibility. In fact, he can be reached directly 6:30am to 4:30pm  Monday through Friday and Saturdays 10:00am to 4:00pm. No remote call service centers, no voice mail loops, no call screening assistants. Direct calls to an experienced Branch Manager.

Direct access is fine, but if you don't have a knowledgeable and market tempered broker that has been through numerous business cycles then your still at a loss. Mr. Polimeni has the experience and expertise needed to make sound financial decisions through bull and bear market conditions.

Remember, poor advice purchased at a discount will seldom outperform high quality investments and proper asset allocation.

Mr. Polimeni takes the time to learn about his clients extensively and to really get to know his customers. After this interview process he makes suitable recommendations pertinent to the risk characteristics and life goals of
his clients.

We have also increased our list of products and services offered. They include but are not limited to the
following:


Services Offered


  • Wealth Management
  • Retirement Planning
  • 401k Guidance
  • Portfolio Management
  • Stocks
  • Bank CDs
  • Free Personal Checking
  • Exchange Traded Funds
  • Mutual Funds
  • Money Market
  • Government Bonds
  • Managed Accounts
  • Rollover IRAs
  • 403B Plans
  • Institutional Money
  • Funds
  • IRAs


  • SEP IRAs
  • Gold ETFs
  • 401k Plans
  • Government Agency Bonds
  • Profit Sharing Pension Plans
  • Municipal Bonds
  • Margin Accounts
  • Corporate Bonds
  • Options
  • Real Estate Investment Trusts
  • 529 Plans
  • Covered Call Writing
  • 1031 Exchanges
  • Roth IRAs
  • Corporate Cash Management 

 

Chris Polimeni,  has been a stockbroker for more than 28 years. He's currently a Branch Manager, Senior Account Executive and Investment Advisory Representative for Western International Securities, Inc, member FINRA/ SIPC.  Western International Securities, Inc has an omnibus clearing relationship with National Financial Services, a wholly owned subsidiary of Fidelity Investments. Fidelity Investments handles over 3 trillion dollars in customer assets.
 



The Polimeni Office of Supervisory Jurisdiction consists of 8 offices with annual securities, banking and mortgage sales exceeding 40 million dollars. The main office is located at 17755 Sky Park East, Suite 103 Irvine, CA 92614.


Securities Registrations: Mr. Polimeni currently holds the Series #7, Series #24, Series #53, Series #63 and the Series #66.

Education: Mr. Polimeni holds a Bachelor of Science in Business Administration from the University of Nevada, Reno and a Masters in Business Administration from Oregon State University.

Check the background of this investment professional on FINRA's BrokerCheck