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- About Us
MCB Investment Solutions provide a wide range of financial services to help meet your current needs and to help you plan for your future. Partnered with Cetera Investment Services (Member FINRA/SIPC), MCB Investment Solutions is dedicated to providing the highest level of unbiased financial services and advice.
Please be advised that Terry Helton is registered to discuss with and/or offer financial services and/or investment products with residents of MO, FL, and GA. Terry Helton is licensed to discuss with and/or offer insurance products with residents of Mo. Securities offered at 205 Highway 63 N, Vienna, MO 65582. Available at other locations by appointment only upon request.
We offer the following products and services:
- Variable and Fixed Annuities
- Retirement Plans
- SEP IRA
- Simple IRA
- Stock Transactions
- Bond Transactions
- Mutual Fund Transactions
- Life Insurance
- Long-Term Care Insurance
We combine these services with our experience and training to provide for our clients a disciplined approach to help them reach their financial goals.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the Maries County Bank where investment services are offered.
Investments are: Not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.
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.
Jake Harlan, MCB Financial Advisor
As a lifelong resident of St. James, I take great pride in being able to serve my hometown and give back to the community for all it has done for me over the years.
After graduating from St. James High School, I did not get too far away as I attended Missouri University of Science and Technology in Rolla, MO. While at MS&T I majored in Business and Management systems with a minor in marketing. In my junior year of college, I applied with the Maries County Bank and was brought on as a teller. After graduation, I was fortunate enough to have the bank ask me to become a Financial Advisor. Since my senior year in high school I have known that I wanted to guide people in their financial lives and help them in any way I can to succeed. I have always had a passion for helping others be successful and achieve goals, not as individuals, but as a team and enjoy the outcome of success together.
As a Financial Advisor with MCB Investment Solutions, we are able to offer a large range of options to best fit your needs. We believe that every client and situation is unique and we approach each circumstance with that mindset. By constantly staying on top of regulations, products, and market news we are able to convey that knowledge to you as we learn it. In return, we are able to give a solution to you so that you are able to make an informed, thorough, and educated decision on which direction you choose to go in your financial journey.
Stop in at one of our local branches to set up a time that best fits your schedule to discuss what options you have in your financial life today.