Alive Credit Union is pleased to offer its membership access to Cetera Advisor Networks LLC. — a one-stop wealth management service, capable of delivering an array of professional brokerage products to both individuals and businesses.
- Retirement Income Planning
- Insurance Products*
- Educational Savings Plans
- Stocks and Bonds, Mutual Funds*
- Financial and Estate Planning Services
- Transition to Retirement
- Old 401K Rollovers
Read our 5 Important Retirement Facts You Need to Know PDF.
View this infographic from American Equity to Plan for a Stress-Free Retirement.
To start a conversation about how we may help you reach your financial goals, please contact:
David H. Widell, Jr., Investment Advisor
9790 Touchton Road
Jacksonville, FL 32246
Phone: (904) 296-8462
*Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisor Networks LLC advisory services agreement and Disclosure Brochure (Form ADV Part II A), as provided. Not all services are available at all locations.
Securities, advisory services, and other investment products offered through Cetera Advisor a securities broker dealer, a licensed insurance agency. Alive Credit Union and Cetera Advisor Networks LLC are not affiliated. Cetera is under separate ownership from any other named entity.
These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment and insurance products.