UNCLE Credit Union Wealth Management (Services available through CFS*) presents a webinar hosted by our Financial Advisor, Bob O’Connor, AIF with guest speaker, Senior Advisor Consultant, Stephanie Brown of Invesco.
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.
Stephanie Brown and Invesco are not affiliated with CUSO Financial Services, L.P. or its associates.
Presentation provided by Invesco. ©2020 Invesco Ltd.