风险多种多样，例如因残障或离世所造成的收入损失，以及因自然灾害或其他不可预见的事件而造成的个人财产损失。保险对于一项健全的财务计划来说必不可少。我们的金融顾问能够根据您的个人需求，帮您制定一份完整的保险计划，为您提供完善的保障。

 

检视您的保险规划

最常见的保险规划是持有一份足够保额的人寿保单。我们的金融顾问熟知多种人寿保险产品，并能帮助您选择最适合的投保项目。

人寿保险

  • 返本型定期人寿保险
  • 定期人寿保险
  • 终身人寿保险
  • 万能人寿保险
  • 变额万能寿险
  • 长期护理保险
  • 失能保险

 

创建一个保险计划

我们的金融顾问可以帮助您：

  • 明确您的风险管理目标
  • 收集信息并评估风险敞口等级
  • 审查您目前的状况
  • 推荐风险管理方案
  • 实施方案并定期审查您的需求状况

华美银行财富管理服务的优势

华美银行财富管理服务的优势

  • 我们的金融顾问拥有丰富的经验、精通多种语言、熟悉您的文化背景
  • 从个人理财到企业规划，我们都能助您一臂之力
  • 使用手机银行APP，即可随时随地查看您的投资组合 1

联系我们

告诉我们您的需求，我们的金融顾问将及时回复您。

联系金融顾问
 

欲了解更多？查看常见问题

 

披露

1 您必须注册使用手机银行APP或网上银行服务，才可以使用我们的手机银行APP查看您的投资组合。可能适用其他条件与条款。您可免费使用华美银行的手机银行服务，但您的电信服务供应商可能会收取短信费用。请咨询您的服务供应商，了解可能适用的具体费用及移动网络流量资费。

保险和投资产品为：

并非由FDIC承保 并非银行担保 可损失价值
不在任何联邦政府机构担保之内 并非银行存款

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 、其他重要信息及运营持续计划 。

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

1 To access your investment portfolio using our Mobile App, you must be enrolled in the Bank’s mobile or online banking service. Additional terms and conditions may apply. East West Bank does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

Insurance and investment products are:

Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Insured by Any Federal Government Agency Are Not Deposits

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.