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Access Your Account


 

Milestone Investment Services offers you two ways to view and manage your account:

 www.finra.org

Advisory services and securities offered through Lincoln Investment Planning, Inc.  Registered Investment Advisor; Broker/Dealer, Member FINRA & SIPC.  Supervising Office:  8230 Montgomery Road, Suite 15, Cincinnati, OH  45236.  (888) 484-5652.  Milestone Investment Services, Milestone Insurance Services, LLC, Mifflinburg Bank & Trust and Lincoln Investment are independently owned and each is responsible for its own business.

 This site is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States.  Lincoln Investment Planning, Inc. is registered as an investment advisor with the US Securities and Exchange Commission and as a broker dealer in all fifty states.  This site has been prepared solely for information purposes and is not an offer to buy or sell any security or instrument or to participate in any particular investment strategy.  Lincoln Investment Planning, Inc. and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  When you link to any of the websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving Mifflinburg Bank & Trust and assume total responsibility for your use of the sites you are visiting.  "Securities and services are offered to residents of the states of Pennsylvania; any offers herein are not being specifically directed to any persons in any state other than thoses states for which the Financial Representative is registered; and securities and services cannot be offered or sold until they are registered in the state and a final prospectus is delivered to investors in the state prior to any sales.  Although most states acknowledge the disclaimer procedure, it may not be universally accepted.

Information on this website is not meant to be personalized investment advice; therefore, you should contact Milestone Investment Services for individualized counseling.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit