*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The People’s Choice award is a community voting poll. The People’s Choice best award is determined by the most votes received and not indicative of an individual’s performance nor should it be construed as a recommendation or endorsement.
FINRA Licenses: Series 6, 7, 63, 66 – Life Insurance License: CA #0H30758
State Securities Licenses: AL, AZ, CA, CO, HI, ID, KS, KY, MA, MN, NV, NC, OK, OR, PA, TX, UT, WA, WV, WI
SEC Marketing Disclosure.