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Registered Representative

Experience & Qualifications

Brian Fee

Tel: 610.480.9996

E-mail: brianf@fmfcu.org

BS in 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.
FINRA Series 7, 63 and 65

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.

*Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered broker-dealer and Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any other affiliated entity, and involve investment risk including the possible loss or principal. Investment Representatives are employed by and registered through CFS (member FINRA/SIPC).