Our Services

Traditional Brokerage
BMA Securities is a FINRA member, full-service brokerage firm, which individually tailors market strategies to accomplish client short and long-term objectives. 

Investment Banking
BMA's team of investment bankers are highly experienced professionals who combine in-depth industry knowledge, broad transactional skills and an intimate understanding of issues facing small and middle market, private and public companies to guide clients in accomplishing their financial and strategic goals. In each area of client support, we bring to bear our depth of experience, our advisory skills, and our distribution prowess, working to understand a company’s needs and providing an optimal path to a successful engagement.

Fundamentally, we recognize that in our business, relationships and reputation are paramount, and as such, we seek to build long lasting partnerships based on trust and commitment.  Our investment banking team has proven to be successful in establishing long-term relationships with the senior management of many of the companies across a variety of sectors. Our overall goal is to provide these companies with capital origination services and strategic advice throughout their stages of development, from the idea stage to rapid growth to long-term, mature operations.

For more information please contact our Investment Banking team at InvestmentBanking@BMASecurities.com

Institutional Trading and Market Making
BMA Securities provides rapid execution to Hedge Funds, Pension Funds, and Institutional Money Management firms.  Using some of the most sophisticated trading technology available, BMA Securities is able to provide trading services with flexibility and accuracy.

Mutual Funds – Options – Limited Partnerships
The BMA staff of seasoned professionals offers expertise in all areas of financial services.  BMA Securities is committed to giving dependable, on-time service - - loyally, honestly and respectfully.

Variable Life Insurance and Annuities
BMA Securities individually tailors estate planning strategies to accomplish client long-term objectives.  Our advisors help customers develop a plan to meet their individual needs.

For more information please contact our team at Mmarion@bmasecurities.com or Josh@bmasecurities.com

Private Placements and Initiation of Quotations – Form 211
Our investment banking department serves the needs of our clients by always putting their interests first.  With the highest degree of integrity, we provide creative solution to our clients to help them achieve their strategic objectives.

For more information please contact our Investment Banking team at InvestmentBanking@BMASecurities.com

Business Succession Plan
Planning for the future needs of our clients business interests, specifically for the partners and family members who depend on successful transitions at retirement, disability or death of a partner or key employee.

For more information please contact our team at Mmarion@bmasecurities.com or Josh@bmasecurities.com

Estate Plans
Designing estate plans that provide substantial tax savings and creditor protections for you and your family’s in the event of your death.

For more information please contact our team at Mmarion@bmasecurities.com or Josh@bmasecurities.com

Asset Management
Providing effective strategies that utilize all asset classes to meet your goals.

For more information please contact Glenn Andrews at Glenn@BMAAdvisors.com

Insurance Planning
Liquidity planning with products and services that help protect their assets, wealth and family.

For more information please contact our team at Mmarion@bmasecurities.com or Josh@bmasecurities.com