IRAs and Stocks 

Self Directed IRAs
Choose investment solutions that fit your life. A Self-Directed IRA account allows you to manage your Traditional, Roth, or Education IRA investments in the way that makes sense to you. Do you have multiple IRA accounts? Would you like to have one consolidated IRA statement to help you stay on track toward your retirement goals? Then consider transferring or directly rolling your various IRAs into one self-directed account with as many different investments as you see fit.

Shares of stocks represent partial ownership in a corporation and as these corporations prosper, your investment has the potential to grow. Investments in established firms may offer you a dividend in addition to the potential for growth in your investment. Knowing which companies are positioned to grow can be a challenge and there are no guarantees. We know the road to financial independence will have its' ups and downs. Bring us along. Our experienced Investment Representative can bring you timely information so that you can make informed decisions. The price you pay for stocks will always fluctuate. A stock's price will generally reflect:

  • The company's profitability
  • The quality of the company's management
  • Demand for the company's goods or services in the US & possibly abroad
  • Investor sentiment regarding specific industries
  • Developments in the US and global economies

Not all stocks are alike. Their value and importance as a part of your portfolio depend on many things such as market capitalization, volatility, industry, etc.


Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. First Investment Center, 226 Nassau Street, St. Peter, MN 56082.

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 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.

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