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Heritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement Services
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    • Mike Selby
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Mike Selby smiling

Mike Selby

Financial Advisor
CUSO Financial Services, L.P.
CA Insurance License #0674252
at Heritage Community Credit Union

Phone: 916.364.3050

Email: mike.selby@cusonet.com

Branches Served Fair Oaks, Folsom, Rancho Cordova*

“My job is not really about numbers. It’s to talk to people and build relationships. When I meet with members, my mission is to educate them about the various financial options available to them, and aid them in determining their objectives. Then I can assist them in making informed financial decisions that will help them reach their goals.”

(*Appointment Only)
Locations:
Rancho Cordova, Fair Oaks, Folsom
Insurance:

Check the background of this investment professional on FINRA's BrokerCheck

Registered through CUSO Financial Services

  • Series 7 – Securities Representative Series 65/66 – Investment Advisor
  • Series 63 – Uniform Securities Agent State Law

Additional Qualifications

  • Life and Health License #0674252

Educational Background

  • BS, Business Administration, CSU Sacramento MBA, Finance & Investments, CSU Sacramento

Stability & Longevity – 30 Years of Experience

  • Investment Adviser for Heritage Community Credit Union Since

Contact Me

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Phone: 916.364.3050

Email: mike.selby@cusonet.com

707 E. Bidwell St.
Folsom, CA 95630

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Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Mike Selby
  • CALCULATORS
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • CONTACT US
  • HERITAGECCU.COM
Heritage Community Credit Union Investment & Retirement Services