Cetera Investment Services, LLC

Cetera Investment Services LLC together with Jennifer Soma, your Financial Consultant, are teamed in order to provide comprehensive and convenient service – at BankStar Financial.  The primary reason BankStar Financial teams with Cetera Investment Services is to make it easier for you to pursue your financial goals. This team offers a variety of comprehensive products and services that may suit your lifestyle and changing needs.

 

Cetera Investment Services LLC is a self-clearing broker-dealer headquartered in St. Cloud, Minnesota. Cetera Investment Services delivers innovative investment and insurance solutions.  With Cetera Investment Services you will gain access to an expansive assortment of investment and insurance solutions that can be customized to fit your unique needs and you will enjoy the convenience of conducting your banking, investment, and insurance activities through your own Home Town Bank – BankStar Financial, among the people you know.

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 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 Investment Services is under separate ownership from any other named entity

Click here 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

 

Check the background of this investment professional on FINRA'S BrokerCheck

 

How we help you pursue your financial goals:

  1. Investing for a comfortable retirement.

  2. Protecting the future of your family with life insurance.

  3. Reviewing and managing your financial portfolio.

  4. Utilizing diversification and asset allocation**.

  5. Maintaining independence with Long-Term Care Insurance.

  6. Assisting with your Small Business Retirement Plans.

  7. Investing for the expenses of college.

  8. Minimizing taxes through tax-advantaged investments. *

  9. Understanding your financial priorities and goals.

  10. Tailoring solutions with a wide range of products: annuities, Mutual funds, stocks and bonds.

  11. Presenting financial choices that help meet your unique goals and needs.

  12. Helping to fulfill your business needs.

* Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither CETERA INVESTMENT SERVICES nor any of its representatives may give legal or tax advice.

**A diversified portfolio does not assure a profit or protect against loss in a decling market.  Asset allocation will not guarantee a profit or protect you from loss however, it may provide a hedge against risk and create opportunities in both bull and bear markets.