Hancock Whitney has entered into a strategic relationship with Cetera Investment Services, LLC to provide broker-dealer and investment advisory services. This new relationship will enable us to deliver an even higher level of the best-in-class client experience you’ve come to expect.
What changes are taking place?
After thoughtful consideration, Hancock Whitney Investment Services, Inc. (HWIS) will transition its client investment services business to Cetera Investment Services, LLC, operating under the name Hancock Whitney Financial Consultants.
Pending regulatory approval, we anticipate this transition to occur in the latter half of 2022.
Why is Hancock Whitney changing its investment services provider?
The opportunity to work with Cetera Investment Services, LLC aligns very well with the strategic direction of our company to provide a best-in-class client experience. With this change, we have access to an extensive network of investment research, client tools, advanced technology platforms, and operational and compliance support. This will allow us to more efficiently and effectively deliver the personalized service you expect from Hancock Whitney.
When should I expect changes?
As we move through this transition, more details will be made available in the coming months. We will notify you in advance of any changes, and encourage you to check this page regularly for updates and information.
Will my account number change?
Not immediately. However, at some point over the next several months, accounts that transition to Cetera will receive a new account number. We will inform you in advance of any changes.
Is my advisor changing?
No. Please call or email your advisor if you have any questions regarding your account or contact us at 1-800-385-4188.
Can I get some more information about Cetera Financial Group?
Learn more at www.cetera.com.
Who should I contact if I have questions?
Please contact your current Financial Advisor or reach out to us at 1-800-385-4188.
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: Hancock Whitney Financial Consultants, 525 Florida Avenue SW, Denham Springs, LA 70726, 1-800-385-4188
Hancock Whitney Financial Consultants is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Hancock Whitney Bank where investment services are offered or Hancock Whitney Corporation. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com