Brokerage and Investment Services

Effective March 1, 2008, there was a change in the brokerage and investment services available at Whitney National Bank.  PRIMEVEST® Financial Services, Inc., conducting business on bank premises using the trade name Whitney Securities & Investments, replaced Whitney Securities,® L.L.C. as the registered broker/dealer providing services at Whitney National Bank.

     to access your Whitney Securities & Investments account.

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser, Member  FINRA/SIPC, and is not affiliated with Whitney Bank or its related companies.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.