Wealth Advisor, Cuso Financial Services LP, at Citadel Federal Credit Union
Cooperative thrift and loan associations (accepting deposits) organized under Federal charter to finance credit needs of their members.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. Securities licensed in DE, FL, GA, MD, MA, NJ, NY, NC, OH, PA, TN & TX.
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