Investment Planning

Highland Investment Services/Cetera Investment Services LLC brings a high-level of experience to your investing. Our Investment Adviser Representatives understand that you have many diverse financial needs. We can expand your options and accommodate your changing lifestyle and financial objectives. We work for our clients and help them make important investment decisions, create financial plans, and reach financial goals. Cetera is a full service broker/dealer, which offers:

  • Stocks & Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Life Insurance

Highland Bank is pleased to introduce a new “Rep on Demand” program through Cetera Investment Services* to assist you with your investment needs.

STACY ANDERSON, INVESTMENT EXECUTIVE

Stacy Anderson will be your dedicated Investment Representative. Stacy joined Cetera Investment Services as an Investment Executive in 2016. She began her career in the Financial Services industry in 1996.

As an Investment Executive for the Rep on Demand program, Stacy partners with her clients to help them define and achieve their financial goals utilizing a customized financial planning strategy.

She earned her B.A.S. degree in Business Management from Southwest Minnesota State University in Marshall. She holds her Series 7 and 66 Securities Registrations, as well as her Insurance License.

Call Stacy today! 800-720-5848, option 1, 4 or online at www.ceterarepondemand.com

Financial Professionals 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.
Cetera Investment Services, LLC is an independent registered broker/dealer located at Highland Bank. Member SIPC / FINRA.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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