1st Advantage FCU - Investment Services - Financial Representative Biography's

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Financial Representative Biography's

Nancy M. Millikin ChFEBC

Active Securities Licenses (Series 7 & 63) and Registered Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
State Securities Registrations - CA, CO, CT, FL, GA, KY, MI, NC, NJ,
NV, NY, PA, VA, WV
Life & Long-Term Care Insurance licensed
18 Years of Service with 1st Advantage Federal Credit Union

Areas of Expertise:

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

Quote:

"My role as a Registered Investment Representative is to help my clients identify their financial goals and assist them in developing a strategy to help obtain these goals. I believe that one key element of any prudent financial management strategy is building long-term relationships with my clients"

Cindra G. Hooper ChFEBC

Active Securities Licenses (Series 7 & 63) and Registered Representative through CUSO Financial Services, L.P. (CFS), our broker dealer
State Securities Registrations – AL, AZ, CA, HI, IL, MD, MI, SC, TX, VA
Life Insurance licensed
Long Term Care Insurance licensed
24 Years of Service with 1st Advantage Federal Credit Union

Areas of Expertise:

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

Quote:

“With 24 years experience at 1st Advantage FCU, I have had the opportunity to develop long-term relationships and help members achieve their financial goals”

Anne Marie Kerns

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
7 Years of Service with 1st Advantage Federal Credit Union

Investment Products and Services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value. Financial Representatives are employed by 1st Advantage Federal Credit Union and registered through CFS. (Member FINRA/SIPC)

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