Investment Representatives

Kotchi Prosper

Senior Financial Advisor

(651) 312-9862 | (877) 267-0255 ext. 9862

advisors@affinityplus.org

Locations Covered

Roseville

As a Senior Financial Advisor, I work with clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives.

Experience

Business experience

2005-Present Senior Financial Advisor, Affinity Plus Federal Credit Union
2000-2005 Financial Advisor, American Express Financial Advisors

Education

  • Master of Arts:  Business management   2000
  • Bachelors of Science: Social Behavioral Sciences 1997
  • University of Mary - Bismarck, ND

Qualifications

       
  • FINRA registered to sell securities
  • Life and Health Insurance licensed
  • Charted Retirement Plan Counselor
           

 

Manage your account

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck Access CUNA Brokerage Account

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NSUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-147181.1-0416-0518

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