Investment Services

 

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No matter your stage of life, Investment Services at CCFCU sets you on the path to secure a brighter and more financially sound future.  Even as your needs change, our Financial Advisor is here to help you develop a personalized strategy.  Carolina Marquez, Financial Advisor, will lead you in determining:

  • Investment goals and objectivesInvestment Services logo-01
  • Time horizon
  • Cash flow needs
  • Financial resources

In cooperation with CUNA Brokerage Services, Inc., we can deliver to you a comprehensive range of financial products and services designed to meet your needs.  As your needs change, we will be there to provide sound guidance.

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

Financial Industry Regulatory Authority – FINRA website:  www.finra.org
Securities Investor Protection Corporation – SIPC website: www.sipc.org

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. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-1426470.1-0216-0318