Investing & Brokerage Services

When it comes to financial dreams, taking action is vital to success.

Regions Investment Solutions

Investors need to know where they are and where they want to go, but it’s not always easy. Our aim is to help investors get there. And we’re committed to helping make the journey toward financial success as easy as possible.

Whether you’re investing for retirement, college or another goal, Regions Investment Solutions can provide the in-depth knowledge necessary to assist. Whatever an investor’s stage in life, we can help. Our experienced professionals work as a team to provide you with comprehensive service — conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know.

Our Financial Advisors are able to offer these personalized investment solutions* in Regions branches

  • Fee-based managed accounts*
  • Mutual funds*
  • Exchange-traded funds (ETFs)*
  • Equities/stocks*
  • Municipal bonds*
  • Corporate bonds*
  • Treasury securities*
  • Annuities*
  • Life insurance*
  • Money markets*
  • CDs (brokerage and structured)*
  • Educational 529 plans*
  • Unit investment trusts*
  • Digital investing through InvestPath®

To discuss investment options, make an appointment with a Regions Investment Solutions Financial Advisor at one of our branches near you.