Wealth Building: Securities

Build Wealth Wwith Securities

At Woodberry Wealth Management & Associates, we provide comprehensive wealth building services. We focus on helping our clients make informed decisions and sound investments. One of the many investments we provide counseling for are securities and we work with a team of qualified securities brokers in NYC.

Securities represent ownership in a publicly traded corporation (stock), a creditor relationship with a governmental body or company (bond), or rights to ownership represented by an option. Securities usually fall into one of two categories: debt securities and equities.

Debt securities

represent money that is borrowed that must be repaid with interest. Terms are set that define the amount borrowed, interest rate, and the maturity & renewal date. These include:

  • Government and Corporate Bonds
  • Certificates of Deposit (CD)
  • Preferred Stock
  • Collateralized Securities (such as CMO, and CDOs)


represent ownership interest held by corporate shareholders. Unlike holders of debt securities, who receive only interest and repayment of the principal, equity holders profit from capital gains.

At Woodberry Wealth Management & Associates, our team of securities brokers in NYC will answer your questions, and help you build a strong portfolio by investing in securities. Contact us today to learn how investing in securities will help you build wealth and secure your financial future.

To learn more about stocks, bonds ,and options, please visit our other wealth building service pages, which pertain to these investment types in more detail.

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