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 department.

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.

Toll Free#: 800-489-3232Local#: 713-435-4300

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