BankFinancial has entered into a relationship with FI Agreements, Inc. in order to provide you with enhanced personalized service on your investment accounts.
Effective February 25, 2019, Jeremy M. Davis, CFP®, CIMA®, President of FI Agreements, Inc. and a Cetera Investment Service Financial Advisor, is your lead advisor for your investment accounts held by Cetera.
All of your accounts remain with Cetera Investment Services, LLC, but going forward, your advisor and main point of contact is Jeremy. If you have any questions regarding your investments please contact:
President, FI Agreements, Inc.