The CUSO Monetary Companies, LP (“CFS*”) crew at Elevations Credit score Union was awarded the Gold Pacesetter award,** as they ranked throughout the high 15 of all packages throughout the corporate.
“Advising members on methods to make clever decisions with their hard-earned {dollars} is a privilege for our crew,” stated John Marx, CFS program supervisor at Elevations. “We hope these rankings proceed to encourage confidence for our members.”
Patrick Seal gained the person Gold Pacesetter, rating him within the high 10% of about 450 monetary advisors within the nation. That is Patrick’s eleventh time qualifying for this honor.
Jorin Bale, Scott Herrmann, Chris Thorpe and DeWayne Scott all certified for Silver Pacesetter, putting them within the high 20% of all advisors.
* Non-deposit funding services are supplied via CUSO Monetary Companies, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Funding Advisor. Merchandise supplied via CFS: are usually not NCUA/NCUSIF or in any other case federally insured, are usually not ensures or obligations of the credit score union and will contain funding danger together with attainable lack of principal. Funding Representatives are registered via CFS. Elevations Credit score Union has contracted with CFS to make non-deposit funding services obtainable to credit score union members.
**Pacesetter awards acknowledge the highest income producing advisors amongst a whole lot of credit score union and financial institution packages. These recognitions are not any assure of future funding success and don’t be certain that a consumer or potential consumer will expertise the next degree of efficiency or outcomes. These rankings shouldn’t be construed as an endorsement of the advisor by any consumer nor are they consultant of anybody consumer’s analysis.