为您量身定制投资方案

为您量身定制投资方案

无论您的理财投资目标是什么,我们的专业金融顾问会竭力为您提供全方面的财富管理产品,以满足您的需求。

  • 另类投资的理财产品
  • 具有税务优势的投资项目
  • 资产配置和风险管理策略
 

计划未来

计划未来

您的产业尤为重要。让我们为您和您的家人规划未来。

  • 退休规划
  • 遗产规划
  • 大学规划
 

 

为您的挚爱留有保障

保险是全面风险管理的一部分。我们的金融顾问将为您提供多样化全方面的人寿保险产品,选择符合您需求的投保项目。

 

今天就与我们联系

我们的金融顾问会联系您,了解您的需求并为您提供专业服务。

 
 
 
 
披露

保险和投资产品为:

非 FDIC/NCUSIF承保 非金融机构担保 可损失价值
不在任何联邦政府机构担保之内 非银行存款

查询本投资理财机构的背景信息,请前往美国金融业监管局(FINRA)的经纪查询(BrokerCheck)。

本机构地址:135 N. Los Robles Ave, Pasadena, CA 91101,免费电话888.978.8617。

Cetera Investment Service LLC(在加州登记立案为CFG STC Insurance Agency LLC)提供证券与保险类产品。Cetera Investment Service LLC是美国金融业监管局(FINRA)及美国证券投资者保护公司(SIPC)成员。Cetera Investment Advisers LLC 提供咨询服务。这两间公司与提供投资服务的金融机构无互属关系。隶属于此券商/经纪商的个人为注册代表,只提供证券经纪商的服务和接收基于该事务的报酬(佣金);注册投资顾问,只提供投资咨询服务和接收基于管理资产的相应费用;或作为代表和投资顾问注册,能提供以上两种类型的服务。

点击此处阅读 Cetera Investment Services的隐私条款 、其他重要信息运营持续计划 。

本网站内的资讯只适用于美国居民。 Cetera Investment Services LLC 的注册顾问只能对美国或其他注册地区的居民提供服务。本站的产品与服务没有在美国某些州提供,也并非所有在列咨询顾问皆可提供所有产品和服务项目。详情请联系本站所列出的金融顾问,或前往Cetera Investment Services LLC网站www.ceterainvestmentservices.com

 

DISCLOSURE

Insurance and investment products are:

Not FDIC/NCUSIF insured Not financial institution guaranteed May lose value
Not insured by any federal government agency Not a deposit

Check the background of this investment professional on FINRA’s BrokerCheck.

Located at: 135 N. Los Robles Ave, Pasadena, CA 91101 Toll-Free 888.978.8617

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.

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

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.