D&B Business Directory
Cetera Investment Services LLC
Overview
Cetera Financial Institutions
Cetera Investment Services (formerly PrimeVest Financial Services) is sort of a big-box store of investment products for community banks, credit unions, and other financial institutions. One of the largest third-party marketers of financial services in the US, the firm allows its clients to expand their range of services by affording access to a menu of stocks, bonds, annuities, mutual funds, retirement plans, insurance, and other products from ...
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third-party financial services firms. It also provides broker-dealer, trust, and clearing services. Cetera serves more than 500 financial institutions throughout the US and in Guam. The company is owned by Aretec Group.
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Catherine Bonneau   See more contacts
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Contacts
Get in Touch with 5 Principals* and 128 Contacts
  • Catherine Bonneau
    Chief Executive Officer
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