Cetera Investment Services
CETERA is an experienced brokerage firm, providing services and products to the customers of over 600 financial institutions. Customers like you can have convenient access to a wide range of investments such as:
- Mutual Funds
- Stocks and Bonds
- Collateralized Mortgage Obligations (CMOs)
- Money Market Funds
- Unit Investment Trusts
- Tax-Favored Investments
- Tax-Deferred Fixed and Variable Annuities
- U.S. Government Securities
- Brokered Certificates of Deposit
Securities and annuities available through CETERA are:
- Not FDIC/NCUSIF insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency
CETERA can offer your business a variety of services to enhance profitability. These services include sweep accounts on your excess daily cash, money market accounts and a wide variety of investments for long-term growth.
CETERA can also help your business attract and retain valuable employees by establishing an employee retirement plan. Available options include 401 (k), 403 (b), Simple IRAs and SEP IRAs. Within each of these plans, a variety of mutual funds can be chosen to offer employees an investment vehicle that best fits their goals and objectives. We will work with you to determine which employer sponsored plan is best suited to your situation.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Securities are offered through Cetera Investment Services, Member FINRA/SIPC, an independent broker/dealer, are not insured by FDIC or any other bank insurance, they are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal.