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Financial Services
| Registered Representative |
Experience & Qualifications |
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- BS Accounting from St. Joseph's University
- Retirement Plan Specialist
- Long Term Care and Insurance Specialist
- College Planning Specialist with thorough knowledge of 529 plans
- Registered Representative, CUSO Financial Services, L.P. in the following states: PA, NJ, DE, GA.
- NASD Series 7 and 65
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Brian has over 20 years experience in the financial services industry helping members plan their retirement, insurance and college funding needs. Brian specializes in retirement plan rollovers and has extensive knowledge of 401(k) and 403(b) retirement plans.
Securities offered through CUSO Financial Services, L.P. (CFS, an independent broker/dealer, (Member FINRA/SIPC). Registered Representatives are independent representatives registered through CFS. The products offered are not NCUA/NCUSIF or otherwise insured; are not obligations of FMFCU; and are not guaranteed by FMFCU and may lose value.
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