Securities & Investment Services
Coastal Securities, Inc. is a registered securities dealer providing a broad
range of professional investment services to institutional investors across the
United States and around the world. We are consistently a leader in the
marketing of SBA loan and pool products and USDA loans. Coastal is very active
in the underwriting and sale of municipal bonds and also acts as financial
advisor for many different political subdivisions. We are very proud of our full
service fixed income trading activities. Coastal has developed programs to
provide a wide array of financial strategy services as well as assistance in
reporting and accounting functions for its many diverse clients.
At Coastal Securities, we emphasize relationships - those with our clients,
related industry groups and each other. As an employee-owned company, each
client receives dedicated service and attention from "owners" in every
Many of our employees have been together for the entire 20+ years since Coastal
Securities first opened its doors back in 1991. This is a testament to
the success of the company both as a viable trading partner to our clients and
as a stable and desirable workplace to our owner-employees.
Please choose your area of interest from among our specialties listed on this
page and learn more about us.
Request SBA 7a Loan bids using NAGGL's
SBA 7a Loan Secondary Market Standardized Bid Sheet. Click on the link, then choose Save to download the bid sheet.