More Investment Information
My Account
More Services
|
Financial Services
 |
Robert A. Lockerbie, Jr.
Financial Advisor
CUSO Financial Services, L.P.
Tel: 610.480.9996
E-mail: robertl@fmfcu.org
|
Located at:
FMFCU Media Branch
100 West State Street,
Media, PA 19063
|
|
Over the last ten years, through workshops and personal one-on-one counseling, Rob has been helping people make sound financial decisions, while maintaining consistency with their individual comfort levels, investment time-lines, and personal goals. By working together with Rob, you can create a strategy geared towards meeting three key financial goals: wealth accumulation during your working years, security and independence in your retirement, and reduction of estate taxes when your accumulated wealth is passed on to your loved ones. Once you implement your chosen plan, Rob will periodically review your situation with you and help you make whatever adjustments may be needed to keep you on track to meet your financial goals.
As a partner of Franklin Mint Federal Credit Union, Rob has a strong history of working with credit union members, their family, and their friends. Rob is registered to sell securities in Pennsylvania and New Jersey, and he is licensed to sell insurance in Pennsylvania and New Jersey as well.
When Rob isn’t working with members to help plan for their financial futures, he enjoys spending time with his wife Katherine and twin boys, Aidan and Colin. Rob also enjoys supporting the Philadelphia Union Soccer Club.
* 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. Franklin Mint Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Please consult a tax professional for specific tax advice.
|
|
