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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.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
 

Click to view Cetera Investment Services Privacy Policy and other Important Information.

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.

 
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What to Bring to Your Appointment

  • Investment Statements – 401(k), IRAs, Mutual Funds/Stocks
  • Bank Statements/CD Statements
  • Annuity Statements/Policies
  • Life Insurance Statements/Policies
  • 529 College Savings Statements
  • Long-term Care Policies
  • Disability Insurance Information
  • Tax Return (previous year)
  • Wills
  • Trust Documents
  • Mortgage Balance/Interest Rate
  • Loan/Credit Card Balance Information