Personal Financial Advisors
Work With Someone You Know!
The SeaComm Personal Financial Advisor Services Program
It is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
SeaComm Personal Financial Advisor Services makes available a variety of insurance and investment products that complement those offered by your credit union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives.
Our Personal Financial Advisors are dedicated professionals who can help you achieve your personal finance goals and provide information on:
Interested in attending a virtual seminar?
CUNA Mutual Group is offering a series of live WebEx workshops available to our membership. These weekly seminars cover topics such as social security, retirement, investing, & more.
*SeaComm Personal Financial Advisor Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.