Brokerage Services

Secure your financial future with full-service brokerage services from Cetera Investment Services LLC and the Trust & Financial Services located at Superior National Bank. Enjoy the convenience of managing your banking and investment activities all in one place. Whether your investment style is conservative or aggressive, you can turn to the people you know for advice, guidance, and information.

We offer a full array of products and services, including:

  • Mutual funds
  • Stocks
  • Bonds
  • Money market funds
  • Tax-advantaged investments
  • Self-directed Traditional and Roth IRAs
  • 401(k) and retirement plan rollovers
  • SIMPLE, SEP, and 403B retirement plans
  • 529 College Savings Plans and Coverdell Education Savings Accounts
  • Tax-deferred fixed and variable annuities
  • Life insurance policies and analysis

Check the background of this Investment Professional on FINRA’s BrokerCheck. Securities and insurance products are 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 insured, may lose value, not financial institution guaranteed, not a deposit, and are not insured by any federal government agency.

Financial Professionals are registered to conduct securities business and licensed to conduct 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.

View Cetera Investment Services Privacy Policy and other important information.