Investment Advisor Representative
Securities Registration Series 7 and 63
Health & Life Insurance License
Located at Pine Island Bank
128 South Main Street
Office Hours at Pine Island Bank
Additional hours by appointment only
Check the background of this investment professional on FINRA's Broker Check
Don't talk with strangers!
At Cetera Investment Services located in Pine Island Bank, we offer you the same investment choices as large brokerage firms, but with a local, personal touch. While these are not bank products and are not FDIC insured, they may be important to your financial future.
- Individual Retirement Plans: IRAs, Roth IRAs, Retirement Plan Rollovers
- Business Retirement Plans: SEP IRAs, Simple IRAs, 401Ks, Individual 401Ks, 403B Plans, Profit Sharing Plans
- Annuities: Fixed, Immediate, Indexed, Variable
- Mutual Funds: Most all well known mutual fund companies are available
- Unit Investment Trusts
- Insurance: Term Life, Whole Life, Long Term Care, Long Term, Disability
- College Savings or UTMA
Not sure where to start?
Just call to make an appointment with Cetera Investment Services to discuss any questions or concerns you may have. There is never any charge for the time spent helping you feel comfortable and reviewing options and questions you may have.
Securities and insurance products offered through Cetera Investment Services 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.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency
Cetera is not affiliated with Pine Island Bank
Cetera Investment Services LLC. Member SIPC/FINRA. Securities and insurance products offered by CETERA
Mutual Funds, Insurance products, and tax deferred annuities are not insured by the FDIC, are not deposits or obligations of Pine Island Bank, are not guaranteed by Pine Island Bank, and are subject to investment risks including possible loss of the principal amount invested.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.