WSECU Investment Management 保护你的财富
保险信息披露
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, 资产, 风险承受能力, family situation or activities which may affect the type of insurance that would be right for you. 除了, state insurance laws and insurance underwriting rules may affect available coverage and its costs.
投资专业人士检查
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, 注册投资顾问 and separate entity from LPL Financial. Financial planning and other advisory 服务 may be offered through LPL Financial, 注册投资顾问.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management is 注册投资顾问 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 site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
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.