Alabama Credit Union is transitioning from the current brokerage firm and entering into an agreement to provide brokerage services through Cetera Investment Services, LLC. Please note that during this time there will be no disruptions to your investments due to the transition. In addition, we will also be private labeling our program as ACU Investment Services, and adding additional representatives to meet your needs. This will include Jennifer Beatty, who is now fully licensed and already very familiar with current clients.
Who is Cetera?
Cetera Investment Services, LLC is an experienced brokerage firm, providing services and products to the customers of nearly 500 financial institutions. Cetera Investment Services is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). They offer a broad range of investment and insurance products, including:
- Mutual Funds
- Stocks and Bonds
- Unit Investment Trusts
- Tax-Deferred Fixed and Variable Annuities
- Life and Long Term Care Insurance
Cetera Investment Services utilizes the latest technology to clear and settle your transactions quickly and accurately resulting in control over the quality of service, responsiveness of its operations and expertise of its people.
What does this mean to you?
We believe this new alliance allows us to provide you with high-quality investment products and technologies. It is our goal to make the transfer of your accounts to Cetera Investment Services as easy and seamless as possible. In order to minimize a potential service disruption, please expect in the upcoming weeks additional communications regarding the transition to Cetera Investment Services.
Most importantly, the personalized service and attention to detail that you’re accustomed to will remain; you will continue to work with the same registered representative who knows you and your investment needs.
If you have any questions or concerns, please feel free to contact Jennifer Beatty.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is not 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.