Posted: 8/18/2010 13:43
Investment Advising
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Income and savings can be eroded by taxes, inflation, catastrophic illness, failing to invest, and poor investment choices. Point Loma Credit Union recognizes and supports financial needs beyond checking accounts and car loans. PLCU has partnered with UVEST Financial Services, a leading provider in the financial institution marketplace since 1982. Discount brokerage and securities are offered by UVEST Financial Services, member FINRA, SIPC, an SEC registered investment advisor, not Point Loma Credit Union.
Call UVEST at 1-800-277-7700 or visit online at http://www.uvest.com.
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Products
Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution. Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the NCUA or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuation in investment return and the potential loss of principal.
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Not NCUA Insured |
No Credit Union Guarantee |
May Lose Value |
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