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