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Home > Financial Services > Stock Brokers > Cuso Financial Services
Cuso Financial Services
Cuso Financial Services (CFS) is a member of NASD, the National Association of Securities Dealer. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
CFS was founded in 1996 by Valorie Seyfert and Amy Beattie. It is a full-service financial broker-dealer and registered investment advisor, owned by, and operated exclusively for, credit unions and their service organizations. Ms. Seyfert is President and Co-founder of CUSO Financial Services, L.P. (CFS). He has been in the securities industry which works on counsel to broker-dealers, investment advisors and financial institutions.
CUSO Financial Services combines their financial planning, retirement, investment, and insurance resources with those of their Credit Union partners. It can offer to their members access to high quality, low-cost services from one single source. Cuso Financial Services provide different types of services which are related to insurance, retirement plan etc. Program Management Center (PMC) which was developed by CFS. It offered different kinds of services like as Recruiting, Marketing services, overall program management etc.
CFS Self-Advisory Accounts can invest in stocks, options, and mutual funds. Its services consist of eVision is a low-cost internet trading site comprehensive financial and retirement planning products and services a complete range of full service brokerage services automatic fund transfers online insurance quotes for the most competitive rates in the country easy access to a wide array of insurance products and services, data vision a proprietary, internet based contact management system technology focused on the efficient delivery of financial products to the credit union membership .
CFS' eVision online trading system is protected by some of the most advanced technology for Web security. They use Netscape's state-of-the-art Secure Commerce Server technology to secure transactions over the internet.
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