A Financial Consultant can provide information and help you at every stage of the investment planning process. In preparing to meet with one of our Financial Consultants, please have the following information:
- Your basic needs, the timeline for meeting those needs, and your investment objectives
- Information on your current financial situation
- Your risk preference
- Your desire for asset allocation and diversification
Online Account Activation
We are pleased to offer you the convenience of viewing your brokerage account documents online, including fund prospectuses, annual reports, proxy statements, confirms and account statements. We encourage you to register today.
Once registered for this service, you will be notified by email when a communication is available to view online. There are a few documents that are not available through this paperless service. They will continue to be sent to you via regular mail. Click on the Activate Online Account to get started!
Our Customers Also Chose
- Contributions for education savings may be made by third parties. Unless the third party is the accountholder for the beneficiary, the third party will not have access to the funds in the account.
† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Registered address and phone number: American Insurance and Investments, 1215 Hunakai Street, Honolulu, Hawaii 96816, toll-free (888) 343-5534.
This site is published for residents of the United States only. 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 at www.ceterainvestmentservices.com.