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WSECU Investment Management 财务顾问

与我们的财务顾问会面

It doesn’t matter if you’re new to investment planning or know your way around your portfolio, we invite you to sit down for a complimentary consultation.

财务顾问

弗朗西斯科·巴雷托肖像

旧金山Barreto

财务顾问360.252.4995

旧金山见面

服务分支机构:

西方奥林匹亚

克里斯托弗·贝尔肖像

克里斯托弗•贝尔

财务顾问360.252.4991

见到克里斯托弗

服务分支机构:

Dash Point, Lakewood, South Hill and Tacoma James

Irina Bolotin肖像

Irina Bolotin

财务顾问206.720.6511

Irina见面

服务分支机构:

贝尔维尤和西雅图美景镇

Kaimanu Chin-Hidano肖像

Kaimanu Chin-Hidano

Associate 财务顾问206.322.9337

满足Kaimanu

服务分支机构:

Everett and Seattle U-District

大卫·德拉姆希勒肖像

大卫·德拉姆希勒CFP®

财务顾问509.329.9662

见大卫

服务分支机构:

Ellensburg, Pullman Bishop, Pullman CUB, Union Gap and Yakima

罗伯特·霍夫曼肖像

罗伯特•霍夫曼

财务顾问360.754.0396

满足罗伯特

服务分支机构:

Tumwater Trosper, Tumwater Town Center and Chehalis

杰夫·里斯肖像

杰夫里斯

财务顾问206.545.6845

满足杰夫

服务分支机构:

Everett and Seattle U-District

杰夫·里斯肖像

格伦·理查森

财务顾问360.704.6836

满足格伦

服务分支机构:

呼叫中心

席德·施罗德肖像

Sid Schroader

财务顾问360.704.1812

满足Sid

服务分支机构:

奥林匹亚

乔恩·施瓦茨肖像

乔恩·施瓦兹

财务顾问509.329.9661

见到乔恩

服务分支机构:

Medical Lake, Spokane, Spokane Division and Spokane Valley

丽莎·怀特曼肖像

Lisa Whiteman CFP®

财务顾问360.704.1816

见到丽莎

服务分支机构:

Lacey Credit Union Center and Martin Way

托德Shobert

托德Shobert

投资副总裁 & 保险服务

满足托德

Investment Professionals Check

Check the background of investment professionals associated with this site on 美国金融业监管局's BrokerCheck.

投资

Securities offered through LPL Financial member 美国金融业监管局/ SIPC. 保险 products offered through LPL Financial or its licensed affiliates. Financial planning 服务 may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory 服务 may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, 被排除在外, 或获豁免登记. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory 服务. 请访问 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 了解更多详细信息.

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