Investor Information and Disclosures

Home Investor Information and Disclosures Cetera Financial Specialists

We believe you should have the information you need to make informed choices in your pursuit of greater financial well-being, and this page is designed to make that easier for you.

Contact Cetera Financial Specialists

If you have questions about your account(s), you should contact your financial professional. If you are having trouble reaching your financial professional or need additional assistance, contact us at:

Cetera Financial Specialists
1450 American Lane, Ste. 650
Schaumburg, IL 60173

888.528.2987

Learn More

You can learn more about your financial professional and Cetera Financial Specialists here:

Visit FINRA’s BrokerCheck

Investor Information and Disclosures

Consumer Privacy Notice Important Information Regarding Your Relationship With Us Cetera Financial Specialists Business Continuity Plan Summary Insurance Agency Compensation Order Routing Disclosure (SEC Rule 606) FlexInsured Account Revenue Cetera Financial Specialists LLC Receives from Registered and Alternative Product Sponsors Legal Notices Sweep Program General Terms and Conditions Additional Information About Cetera Financial Specialists Information About Exchange-Traded Funds Things to Consider Before Making an IRA Rollover Brochure

Privacy Policy Form CRS: Customer Relationship Summary 529 Plan Disclosure Advisory Services Disclosure Strategic Partners Insured Deposit Sweep Account Retirement Partners Cetera Investment Advisers ADV 2A Investor Relationship and Investment Information Cetera Custody Services Fee Schedule for Pershing Accounts MSRB G-10