Investing is a journey - much like a travel plan with an itinerary. ‘How do I financially get from Point A to Point B?’ Each member's travel is different requiring an individualized plan and vehicle. My role as a Registered Representative is to help you reach your final destination by listening carefully, analyzing options, and putting together a sound plan.
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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