WSECU投资管理
旧金山Barreto
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关于旧金山
作为你的财务顾问, I’ll sit down with you to determine where you’ve been, where you are and where you want to be in accordance with your financial plan. We’ll then work together on a plan of action and solutions that can help you work towards those goals.
在美国服役后.S. 空军, I joined the investments industry and have been a financial advisor for more than 19 years. I’ve been with WSECU投资管理 for more than 10 years. My wife and I spend our free time exploring all the great outdoor activities that Washington have to provide.
我持有系列6, 7, 63 and 65 securities registrations through LPL Financial, as well as life and health insurance licenses in Washington state. Additionally, I earned my 退休 Income Certified Professional® (RICP®)名称.
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投资
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投资管理, 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投资管理 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, or exempted from registration. 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投资管理 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 for more detailed information.