 Sun Federal Credit Union offers two
financial management programs to meet members' different
needs. Members using either program choose the investments
that are right for them.
In the
Midwest U.S.
Representative Art Schlosser of MEMBERS
Financial Services serves our Midwest members.
Representatives are registered,
securities are sold, and investment advisory services offered
through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC,
a registered broker/dealer and investment advisor, 2000
Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109.
Nondeposit investment and insurance products are not federally
insured, involve investment risk, may lose value and are not
obligations of or guaranteed by the financial institution.
CBSI is under contract with the financial institution, through
the financial services program, to make securities available
to members.
In the Eastern U.S.
Jim Simone, Richard Zajac and Daniel Zajac of
Simone Zajac Wealth Management Group, LLC, serve our
Eastern members in the Philadelphia
Area.
James Simone, Richard Zajac and
Daniel Zajac are registered representatives of Capital
Analysts Incorporated, 303 Broadway, Suite 1500, Cincinnati, OH 45202-4220
. Securities offered through Capital Analysts
Incorporated: Member FINRA/SIPC. Nondeposit financial products
offered through Capital Analysts, Incorporated: 1) are not
federally insured, 2) are not obligations of the Credit Union,
3) are not guaranteed by the credit union or any credit union
affiliated entity, 4) involve investment risks, including the
possible loss of principle.
|
