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 applications throughout the corporate.
“Advising members on the best way to make smart 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 received 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, inserting them within the high 20% of all advisors.
* Non-deposit funding services and products are provided by means of CUSO Monetary Companies, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Funding Advisor. Merchandise provided by means of CFS: will not be NCUA/NCUSIF or in any other case federally insured, will not be ensures or obligations of the credit score union and will contain funding threat together with attainable lack of principal. Funding Representatives are registered by means of CFS. Elevations Credit score Union has contracted with CFS to make non-deposit funding services and products obtainable to credit score union members.
**Pacesetter awards acknowledge the highest income producing advisors amongst a whole bunch of credit score union and financial institution applications. These recognitions are not any assure of future funding success and don’t be sure that a shopper or potential shopper will expertise the next degree of efficiency or outcomes. These rankings shouldn’t be construed as an endorsement of the advisor by any shopper nor are they consultant of anyone shopper’s analysis.