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
服务分支机构:
西方奥林匹亚
服务分支机构:
Dash Point, Lakewood, South Hill and Tacoma James
服务分支机构:
贝尔维尤和西雅图美景镇
服务分支机构:
Everett and Seattle U-District
服务分支机构:
Ellensburg, Pullman Bishop, Pullman CUB, Union Gap and Yakima
服务分支机构:
Tumwater Trosper, Tumwater Town Center and Chehalis
服务分支机构:
Everett and Seattle U-District
服务分支机构:
呼叫中心
服务分支机构:
奥林匹亚
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如何 Request An Appointment
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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.