Today, people are increasingly aware that there are a great number of ways to invest money and enjoy a good return. They want to choose from a full spectrum of investment products, including those that have commonly been offered by brokerage firms. This is where Cetera Investment Services, LLC can help.
When your financial institution makes
available brokerage services through Cetera Investment Services, LLC, a broad spectrum of
investment products become available to you:
- Mutual Funds
- Stocks and Bonds
- Collateral Mortgage Obligations (CMO's)
- Money Market Funds
- Unit Investment Trusts
- Tax-Favored Investments
- Tax-Deferred Fixed and Variable Annuities
- And more!
Securities and annuities available through Cetera Investment Services, LLC are:
- NOT Insured by the FDIC or any federal government agency.
- NOT deposits, or other obligations, or guarantees of any depository institution
- Subject to market risks, including the possible loss of the principal amount invested.
Cetera Investment Services, LLC 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 at your financial institution with its
familiar, comfortable surroundings and friendly people.
To provide the high level of service
that you expect, Cetera Investment Services, LLC is a "self-clearing broker- dealer,"
utilizing the latest technology to clear and settle your brokerage
transactions quickly and accurately. In this fashion, Cetera Investment
Services, LLC has
control over the quality of its service, responsiveness of its
operation, and expertise of its people.
you open a Cetera Investment Services, LLC brokerage account, you may also take advantage of
the following services:
- Dividend Reinvestment
- Cashless Stock Option Exercises
- Direct Deposit of Settlements into
Checking/ Savings Account
- Consolidated Statements, including
mutual fund positions
Whether you're conservative, middle-of-the-road,
or aggressive investor, Cetera Investment Services, LLC, provides financial opportunities in friendly places to
investors just like you.
Cetera Investment Services, LLC is a member of
SIPC (The Securities Investor Protection Corporation), which
protects securities customers of its members up to $500,000, (including
$100,000 for claims for cash). A supplemental policy underwritten by
London companies provides $9.5 million in additional coverage per
customer, subject to an overall aggregate. As with SIPC, Cetera
Investment Services, LLC's
supplemental policy protects customer securities and funds only if the
brokerage firm fails. Neither coverage protects against a decline
in the market value of your funds or securities.
An explanatory brochure on SPIC
coverage is available to customers upon request.
You may be able to enjoy these
additional Cetera Investment Services, LLC at your financial institution location:
- Asset Allocation
- Life Insurance
- Self-directed IRA's
- Financial Planning
- Portfolio Management
- Qualified Retirement Plans
- Retirement Planning