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Financial Services Team
| Registered Representatives |
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.
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- BS Economics from Widener University
- Master of Science in Taxation from Widener University
- Associate member of the Society of Financial Services Professionals
- Co-authored article published in Journal of Financial Planning
- Registered Representative, CUSO Financial Services, L.P., NASD registered in Pennsylvania
- NASD Series 7 and 66, Life and Health Insurance License
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Christina has an extensive educational background in the financial services industry. She has helped members with college planning, insurance, and retirement planning.
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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