WSECU Investment Management 业务 Investment Plans
投资 for non-profits and small businesses
If you are looking to get an extra return on short-term cash or maximize your returns on reserves, 我们可以帮忙.
- 10 财务顾问 statewide with an average of 16 years’ experience
- Our partner LPL is the largest independent broker dealer in the United States as reported by 财务规划 magazine, 1996年6月- 2018, 基于总收入
- Competitive pricing on Request for Proposals (RFP)
Here's what you'll need for your appointment:
- 退休计划文件
- Investment policy statements
Investment Professionals Check
Check the background of investment professionals associated with this site on 美国金融业监管局's BrokerCheck.
如何 Request An Appointment
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 Investment Management, 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 Investment Management 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 Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
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.