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Investment Services

Your trusted partner for Investment Services

When making personal financial  decisions, it’s crucial to have a trusted financial partner. The registered representatives at HomeStreet Investment Services give you advice and offers a choice of investment benefits.

Your representative will:

  • Understand your unique financial needs
  • Listen and ask a lot of questions
  • Work with you to develop a personalized strategy and create a diversified portfolio just for you

We involve you at every stage of implementation and ongoing review. Our goal is to help you to realize your financial dreams.

Let’s discuss your financial goals. Contact us today.

Check the background of our investment professionals on FINRA’s BrokerCheck.

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. Registered Address: 601 Union Street, Suite 2000, Seattle, WA 98101

Click to view Cetera Investment Services Privacy Policy and other Important Information.

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 on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.