As a Financial Advisor, Chris is qualified to provide credit union members with professional assistance, quality financial products and dependable service. Chris is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Chris is also a licensed insurance agent.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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