Securities Service Network

For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future. Services We Provide That Support This Process: Financial Planning* for your specific needs Transition and Retirement Planning Asset Management* 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation) Insurance and Risk Management College Education Planning and Solutions Senior Care / Parent Care Education and Strategies Trust Services**

Duke Financial Services, located in Hamilton, OH, is a key division of Duke University dedicated to providing financial support and resources for students across various academic programs, including undergraduate and graduate schools. The organization emphasizes financial aid options, including loans and work-study opportunities, to assist families and counselors in navigating the college financing process. In addition to its financial services, Duke is committed to enriching campus life through a variety of academic disciplines, arts experiences, and research initiatives that address global challenges. The university actively engages in community-based partnerships, fostering innovation and collaboration both on campus and in the Durham area. Generated from the website

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.