New Account Activation

Offered through UVEST Financial Services.

To open an account, please download and print a copy of the UVEST Account Kit. We need your original signature and requested information to comply with various regulations.

Return By Mail:

Strategic Investment Group

PO Box 1517

Albemarle, NC. 28002

Return By Hand:

Strategic Investment Group

132 North First Street

Albemarle, NC. 28001

Complete the requested information, sign and initial where indicated, and return the original documents to us using one of the methods listed below. Once we receive your application(s), we will process your account and send you a welcome letter via email that includes your new brokerage account number and ID.

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

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

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.