Today, people are increasingly aware that there are a great number of ways to invest money and enjoy a good return. They want to choose from a full spectrum of investment products, including those that have commonly been offered by brokerage firms. This is where Cetera Investment Services comes in.
When CSB Investment Services offers brokerage service through Cetera Investment Services, a broad spectrum of investment products become available to you:
- Mutual Funds
- Stocks and Bonds
- Money Market Funds
- Tax-Favored Investments
- Tax-Deferred Fixed and Variable Annuities (in many locations)
- Wealth Management Strategies
- Financial Planning Services
- And More!
An Investment Executive can help put together a personalized plan to meet your investment objectives. An Investment Executive provides the in-depth knowledge to help create a strategy and portfolio of investment products that deliver the results you want without undue pressure.
Mutual funds, Variable Annuities and UIT's are sold by prospectus.
Cetera Investment Services is an experienced brokerage firm, providing services to customers of nearly 600 financial institutions. Customers like you have convenient access to securities investments at The Commercial and Savings Bank with its familiar, comfortable surroundings and friendly people.
When you open a Cetera Investment Services brokerage account, you may also take advantage of the following services:
- Dividend Reinvestment
- Cashless Stock Option Exercises
- Direct Deposit of Settlements into Checking/Savings accounts
- Consolidated Statements, including Mutual Fund and Annuity positions
Securities offered through Cetera Investmest Services
Investments are: Not a deposit Not FDIC-insured Not insured by any federal government agency Not guaranteed by the Bank May lose value
Investment Executives 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.
Cetera Investment Services is not affiliated with the financial institution where investment services are offered.
The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided.
For further information regarding Cetera Investment Services, LLC please contact:
Vice President, Investment Executive
Cetera Investment Servies registered branch office:
91 S. Clay St - Millersburg, OH 44654
Check the background of this investment professional on FINRA's. BrokerCheck