Corporate Debt Securities

debt securities issued by which are domiciled in the United States or any State which are not individuals or governmental entities.

List and OTC Securities

Security of the Company that is listed or approved for listing on a national securities exchange or traded in the over-the-counter (“OTC”) market.

Government Securities

Securities issued or directly and fully guaranteed or insured by the United States or any agency or instrumentality thereof.

Mutual Funds

A mutual fund is made up of a pool of securities managed by an investment management firm. Often categorized by how the fees are charged.


Pooled investment vehicles that invest in income producing real property or related loans or interests listed, traded or dealt in on Regulated Markets.

Tax Shelter

A vehicle used by individuals or organizations to minimize or decrease their taxable incomes and, therefore, tax liabilities.