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Two Easy Ways to Open a Whitney Securities Account

It's your choice:

  Give us a call at 1-800-385-4188 weekdays 8:30 to 4:30 C.S.T. to receive an application, or
  Come by and visit with a Whitney Securities representative.  Just give us a call for a list of locations.

As required by the USA Patriot Act

IMPORTANT INFORMATION ABOUT PROCEDURES FOR
OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. If you don't provide the information requested or your identity can not be verified, we may not be able to open an account or carry out transactions for you. If we have already opened an account for you, we may have to close it. Whitney Securities, L.L.C. thanks you for your understanding and for joining us in securing a safer tomorrow.

 

Whitney Securities®, L.L.C., a subsidiary of Whitney National Bank, is a member of the FINRA and SIPC. All investment products and services are offered exclusively through Whitney Securities®, L.L.C. Investors should know that investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Whitney Securities®, L.L.C. is registered as a broker-dealer in the following states: Alabama, Colorado, Florida, Georgia, Louisiana, Mississippi, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington.


Are you interested in investments that will generate income for you? Looking for tax-free income or high grade investment choices?

Consult a Whitney Securities® Investment Consultant about taxable and tax-free securities.

Please call us at

1-800-385-4188

 

 
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