Lending Products and Services

Whether you are looking to manage your liabilities and debt over the long-term, or need a quick solution to meet an immediate liquidity need, we can help you access and leverage a range of credit and borrowing solutions to meet your business and lifestyle needs. Credit products include:

Securities-Based Lending-LoanAdvance-Leverage the Value of Your Brokerage Account Through Securities-Based Lending. LoanAdvance provides you access to a line-of-credit that can make life enhancements or a business expansion you thought were out of reach become a reality, or you can simply keep it on reserve when the need arises.

  • The approval process is simple so you can quickly take advantage of the benefits of this flexible line-of-credit.

  • Use for either business or personal needs

  • Receive quick approval with no fees, points or closing costs

  • Benefit from the flexibility of no preset monthly payments and no prepayment penalties

  • Competitive rates

  • Access to funds through checkbook or wire

 

LoanAdvance Securities Lending Fact Sheet

Fully Paid Securities Lending- Generate incremental income by lending stock  that you may already own. The Fully Paid Securities Lending program permits clients holding fully paid-for securities to loan those securities to Pershing. Pershing then has the option to utilize those securities to satisfy both internal and external borrowing needs. A portion of the spread earned on the loaned securities becomes income for both you and your participating client

  • Receive monthly income payments. Pershing will automatically deposit monthly income payments into your client’s brokerage account and your portion will be directed to your firm.

  • Clients maintain complete control of loaned shares

  • Clients receive substitute payments for dividends on loaned shares.

  • Interest income remains tax deferred in Individual Retirement Accounts.

  • Margin Accounts

  • Mortgage lending through a variety of lending partners  

 

Fully Paid Securities Lending

BrokerCheck_logo-new.png

Check the background of your financial professional on FINRA's BrokerCheck.

Adam Berlin is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Sunwealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. 

Adam Berlin is registered in CA, DC, FL, NJ, NY, PA and TX.

  • White LinkedIn Icon
  • White Facebook Icon

CONTACT

Sunwealth Management

429 Lenox Avenue

Miami Beach, FL 33139

Office: (305) 534-7000

Mobile: 305-987-9954

Fax: 305-432-9700

adam@sunwm.com