Cetera Investment Services

Description

• Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, member FINRA/SIPC. We deliver customized investment and insurance solutions to financial institutions. With our focus exclusively on banks and credit unions, we offer flexible program options that help deepen relationships with clients, grow fee income and fulfill financial institution goals. As a member of Cetera Financial Group, Inc., we are able to offer all the benefits of a large, established broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and registered investment adviser services, with the personal relationships often found only at a boutique firm.Cetera Investment Services LLC is a self-clearing, registered broker-dealer and registered investment adviser. Securities, insurance products, and advisory services are offered through Cetera Investment Services LLC (doing insurance business in California as CFGIS Insurance Agency), member FINRA/SIPC/DTCC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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  Headquarters:400 First St South Suite 300, St. Cloud, Minnesota, United States

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  Phone Number: +1 800-245-0467

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  Website: https://www.ceterainvestmentservices.com

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  Employees:152

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  Revenue:$10 - 50M

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  Legal Name:Cetera Investment Services

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• |  NAICS Code: 522291  |

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