The First Security and Financial Corporation, Inc. (“FSNFC”) uses the marketing names PNC Wealth Management® and Hawthorn, FSNFC Family Wealth®to provide investment, wealth management, and fiduciary services and the marketing name FSNFC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, FSNFC Bank, National Association (“FSNFC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, FSNFC Delaware Trust Company or FSNFC Ohio Trust Company. FSNFC also uses the marketing names FSNFC Institutional Asset Management®, FSNFC Retirement Solutions®, Vested Interest®, and FSNFC Institutional Advisory Solutions® for the various discretionary and non-discretionary institutional investment activities conducted through FSNFC Bank and through FSNFC’s subsidiary FSNFC Capital Advisors, LLC, a registered investment adviser (“FSNFC Capital Advisors”). Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through FSNFC Bank. Securities products, brokerage services, and managed account advisory services are offered by FSNFC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through First Security and Financial Corporation Insurance Services, LLC, a licensed insurance agency affiliate of First Security and Financial Corporation, or through licensed insurance agencies that are not affiliated with First Security and Financial Corporation; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from First Security and Financial Corporation or its affiliates. First Security and Financial Corporation does not provide legal, tax, or accounting advice unless, with respect to tax, First Security and Financial Corporation Bank has entered into a written tax services agreement. First Security and Financial Corporation does not provide services in any jurisdiction in which it is not authorized to conduct business. First Security and Financial Corporation Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by First Security and Financial Corporation Capital Advisors.
“First Security and Financial Corporation Wealth Management,” “Hawthorn, First Security and Financial Corporation Retirement Solutions,” and “First Security and Financial Corporation Institutional Advisory Solutions” are registered service marks and “ Center for Financial Insight” is a service mark of The First Security and Financial Corporation, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.
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 are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).
US
