The CUSO Monetary Companies, LP (“CFS*”) crew at Elevations Credit score Union was awarded the Gold Pacesetter award,** as they ranked throughout the prime 15 of all packages throughout the corporate.
“Advising members on the best way to make smart selections with their hard-earned {dollars} is a privilege for our crew,” mentioned John Marx, CFS program supervisor at Elevations. “We hope these rankings proceed to encourage confidence for our members.”
Patrick Seal received the person Gold Pacesetter, rating him within the prime 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, inserting them within the prime 20% of all advisors.
* Non-deposit funding services and products are supplied by CUSO Monetary Companies, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Funding Advisor. Merchandise supplied by CFS: aren’t NCUA/NCUSIF or in any other case federally insured, aren’t ensures or obligations of the credit score union and should contain funding danger together with doable lack of principal. Funding Representatives are registered by CFS. Elevations Credit score Union has contracted with CFS to make non-deposit funding services and products out there to credit score union members.
**Pacesetter awards acknowledge the highest income producing advisors amongst tons of of credit score union and financial institution packages. These recognitions aren’t any assure of future funding success and don’t be sure that a consumer or potential consumer will expertise the next degree of efficiency or outcomes. These scores shouldn’t be construed as an endorsement of the advisor by any consumer nor are they consultant of anybody consumer’s analysis.