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Leumi Investment Services Inc.

Securities and Insurance Products

Leumi Investment Services Inc. (LISI), Bank Leumi USA's brokerage firm subsidiary, offers you access to a wide range of securities and insurance products through the convenience of a single source.  Your licensed investment professional can provide you with the advice and guidance you need to successfully manage your portfolio.

 

LISI offers financial and business planning, investment services, and insurance products appropriate for both individuals and businesses.  LISI is a member of FINRA/SIPC.

LISI Products and Services include...

 
  • Financial and Estate Planning
  • Investment Management
  • Insurance Products
  • U.S. and Foreign Equities Options
  • Mutual Funds
  • Corporate, Municipal and Zero-Coupon Bonds
  • U.S. Treasury Bills, Notes, and Bonds
  • U.S. Agency Securities
  • Annuities
  • Israeli Investments
  • Emerging Markets Investments
  • Universal Investment Plans
  • Innovative Deposit Products

 

REQUEST FOR OFFERING DOCUMENTS AND/OR PROSPECTUS (FOR SECURITIES PURCHASERS)

THIS SERVICE IS RESTRICTED TO CUSTOMERS ONLY

If you are a customer who has purchased a bond (fixed income security) and wish to request a prospectus, please complete and print the attached form and either:

 

Fax to the attention of Treasury Operations Prospectus Delivery at 212-626-1317 -- OR -- scan and e-mail to prospectus@leumiusa.com