Investor Tools & Resources

Our investment professionals pride themselves on being a central resource for you and your investment needs. Check out the tools and resources for the latest investment news and information.

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QuarterNotes

View the latest edition of QuarterNotes, a newsletter designed to give you the latest information and tips to achieve financial independence.

Investment Basics

Citizens Investment Services provides a variety of investment articles and resources.
The following articles are available for your convenience in PDF format.
(Requires Adobe Acrobat reader. Click Here to download free Acrobat ReaderĀ® viewing software).

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Cetera Investment Services LLC is a registered broker-dealer, member FINRA/SIPC, and is not affiliated with Citizens Independent Bank or its related companies. Securities, insurance products and advisory services offered by Cetera Investment Services: • Not FDIC insured • May go down in value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency

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Cetera Investment Executives are registered to conduct securities business and licensed to conduct insurance 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.

Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided. Registered address: 5000 West 36th St, St. Louis Park, MN 55416.

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