Preston Ivey Investment Advisor
Albert Haskins Investment Advisor
I look forward to drawing on my 12 years of experience while assisting you and your family with your financial goals
- Active Securities Licenses (Series 7, 63, & 65) 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 IRAs
* For specific tax advice, please consult a qualified tax professional.
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. 1st Advantage Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
