Invest in Your Future with Our Brokerage Services
Whether you want the confidence of working with a trusted investment representative or you are passionate about directing your own portfolio, we’re here to help! Charity Refinance Bank’ affiliation with Cetera Investment Services gives you access to the insights of a highly experienced team of advisors, as well as a wide range of investment products and services. Your advisor will work with you, not for you, to discover your financial objectives and build a sound investment strategy to help you reach the goals you want to pursue. We do not have any sales quotas, and your advisor has access to a wide variety of investment strategies to help you meet your goals. This means your advisor is free to recommend the financial solutions that best suit your needs, ensuring your objectives, not ours, are what drive all recommendations. Check the background of our investment professional on FINRA’s Broker Check. Ready to invest in your future? Visit our Winfield banking center for more information about our brokerage services and to get started.
Investment Products & Services
- Mutual Funds
- Exchange-Traded Funds
- Common and Preferred Stocks
- Fixed and Variable Annuities
- Municipal Bonds
- Corporate and Government Bonds
- Life, Disability, and Long-term Care Insurance
- Individual Retirement Accounts
- 401(k) and other Qualified Retirement Plans
- 529 College Savings Plans
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA /SIPC . Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Are Not a Condition to Any Banking Service or Activity.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.
Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site atwww.ceterainvestmentservices.com.