Financial Representative Biography

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- January 2009

Financial Representative Biography's

Preston Ivey Investment Advisor

Active Securities Licenses (Series 7, 63, & 65/66) and Registered Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
State Securities Registrations
AK, AL, AZ, CA, HI, IL, KY, MD, MI, PA, SC, TX, VA , WV
Life Insurance licensed
Long Term Care Insurance licensed

Areas of Expertise:

Retirement planning
401(K), TSP & 403 (B) Plan Rollovers
Mutual Funds
Traditional & Roth IRA's

Quote:

“I look forward to drawing on my 12 years of experience while assisting you and your family with your financial goals”

Anne Marie Hayes

Active Securities Licenses (Series 7 & 63) and Licensed Sales Assistant through CUSO Financial Services, L.P. (CFS), our broker dealer
Life & Long-Term Care Insurance Licensed
B.S., Christopher Newport University, Newport News, VA
10 Years of Service with 1st Advantage Federal Credit Union

Investment products & services offered through CUSO Financial Services, L.P. (CFS), and independent broker/dealer, are not NCUA/NCUIF insured, not Credit Union guaranteed, and may lose value. Representatives are employed by 1st Advantage Federal Credit Union, and registered through CFS. (Member NASD/SPIC)