The CUSO Monetary Companies, LP (“CFS*”) staff 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 learn how to make clever selections with their hard-earned {dollars} is a privilege for our staff,” mentioned 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 and products are provided by CUSO Monetary Companies, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Funding Advisor. Merchandise provided by CFS: should not NCUA/NCUSIF or in any other case federally insured, should not ensures or obligations of the credit score union and will contain funding threat 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 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 applications. These recognitions are not any assure of future funding success and don’t be sure that a consumer or potential consumer will expertise a better 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 anyone consumer’s analysis.