Investment Services

Financial Freedom – Let us help you get there!

As a member of First Choice Credit Union you have access to Keena Pettijohn, our knowledgeable Financial Representative, available through our broker-dealer, CUSO Financial Services LP.,*

In today’s market, it’s essential to work with a Financial Representative who can provide you with insight and guidance based on an understanding of your unique situation.

Keena can help you understand your choices, help you prepare for a financially secure future, and develop a strategy to meet your individual needs.

By working with Keena, you can build the right financial management program for you by reviewing such priorities as:

  • Retirement Income Strategies
  • Saving for College
  • Tax Efficient Investments +
  • 401k, 403b and 457 Rollovers
  • Long Term Care Insurance
  • Life Insurance

Whatever course your life is on, just starting out, starting a family, planning for college or your retirement – let us help you down those roads with confidence in your financial future!

 
Keena’s Professional Background
  • Securities licensed in Florida
  • General Securities Principal license – series 24
  • Series 7 license
  • Life and Health Insurance License
  • Registered with CUSO Financial Services, L.P.
  • 30+ Years in Investment Industry
  • Honor graduate of Ohio State University

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (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 to make non-deposit investment products and services available to credit union members. Securities available through CUSO Financial Service, LP. (member FINRA/SIPC)
+For Specific tax advice please consult a tax professional.

 


 

 

Mailing Address
1055 S. Congress Avenue
 West Palm Beach, Florida 33406-5195

561.641.0100 Phone

 


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