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Wealth Management FAQs

 

What is Cetera Investment Services?

Cetera Investment Services LLC is a registered broker-dealer who delivers customized investment and insurance solutions to financial institutions in the U.S.

Cetera Investment Services LLC is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA). To learn more, please visit www.cetera.com.

What is East West Investment Services?

East West Investment Services is the investment program located at East West Bank.

How does East West Investment Services work with Cetera Investment Services?

East West Investment Services partners with Cetera Investment Services LLC (Cetera) to provide you comprehensive and convenient investment services.  Our customized solution provides the support of Cetera’s investment and insurance professionals, teamed with East West Bank.

What investment products and services are offered?

We offer a diverse range of investment options and administer them according to your objectives 1) Portfolios that are fully managed by an experienced Financial Consultant; or 2) automated robo-advisor portfolios, using our InvestPath service. The choice is yours. No matter which path you take, you’ll always have the option to speak to a dedicated financial consultant. Depending on your investment objectives and other relevant factors, our financial consultants can offer commission-based and fee-based services.

Cetera Investment Services LLC offers a wide range of products and service including:

• Fixed and Variable Annuities

• Mutual Funds

• Life Insurance

• Stocks and Bonds

• Tax-Advantaged Investments (1)

• Long-Term Care Insurance

• Structured Products

• Retirement Plans

• Professionally Managed Asset Accounts

• Money Market Funds

• Unit Investment Trusts

(1) Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither East West Investment Services nor any of their financial consultants may give legal or tax advice.

What is InvestPath?

InvestPath is Cetera’s robo-investment solution that uses powerful algorithms to balance your personal investment goals and risk tolerance, providing you with diversified investment portfolio options. While this platform is digital, you’ll still have access to a financial consultant when additional guidance is needed.

Currently, InvestPath is only open to U.S. citizens who have a U.S. address.

How do I open an InvestPath robo-advisor account?

Qualifying customers can open an InvestPath robo-advisor account directly through the East West Bank Mobile App or online banking. Your financial consultant can also help you open an account if needed. A low $5,000 minimum investment gives you access to a fully diversified investment portfolio(1).

(1) Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Fees, charges and expenses are detailed in the Cetera Investment Advisers LLC's ADV Part 2A.

A diversified portfolio does not assure a profit or protect against loss in a declining market. InvestPath is only open to U.S. citizens who have a U.S. address.

How can I contact a financial consultant?

Take a few moments to tell us a bit about yourself and what you’re interested in using the form on this page and a financial consultant will get back to you within one U.S. Business Day.

Our financial consultants will work with you to accommodate your schedule.

Are your financial consultants multi-lingual?

Yes, select financial consultants are available to support you in English, Mandarin, Cantonese, and Spanish.

DISCLOSURE

Investment and insurance products:

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.

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