ACCOUNT REGISTRATIONS
Puplava Securities, Inc. is able to accomodate a wide variety of account registrations. Depending upon the type of account you need, you can be assured that our operations team can assist you in the proper setup or transfer of your account.
ACCOUNT REGISTRATIONSbut not limited only to:
Personal Accounts
- Community Property
- Conservator
- Custodial - UGMA
- Custodial - UTMA
- Executor
- Individual
- Individual Transfer on Death
- Guardian
- Joint Tenants with Rights of Survivorship
- Joint Transfer on Death
- Tenants in Common
- Trust Under Agreement
- Trust Under Will
Entity Accounts
- Association
- Bank
- Church
- Committee
- Corporation
- Foundation
- Investment Club
- Limited Liability Corporation
- Non-Profit Partnership
- Sole Proprietorship
- Unincorporated Association
Retirement Accounts
- 401(k)*
- 403(b)*
- Defined Benefit Plan*
- IRA - Beneficiary Distribution
- IRA Rollover
- IRA Roth
- IRA SEP
- IRA SIMPLE
- IRA Traditional
- Money Purchase Plan*
- Profit Sharing Plan*
- Self-Directed
*Only available if Plan Sponsor and Plan Administrator are willing to work with PFS Group
CONTACT US
If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
