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INVESTMENT SERVICES  Available through CUSO Financial Services, LP

Monaye Nelson

 
"As a financial consultant I want to partner with you to create a plan for not only now, but throughout your lifetime.  Turning your financial concerns into financial confidence by helping you take the guess out of invest."
 
MONAYE NELSON  CFS Financial Consultant
Phone:  858.530.4495  |  Email:  mnelson@cusonet.com

We are pleased to introduce you to Monaye Nelson our CFS Finanical Consultant, through CUSO Financial Services, LP (CFS).
Monaye is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
Schedule a no-obligation phone appointment with Monaye and gain valuable information on financial planning topics that include:
  • 401(k), 403(b) and 457 Rollovers
  • Retirement Life Style Strategies
  • Creating Income in Retirement
  • Life & Long Term Care Insurance
  • Small Business Services
 Registered through CUSO Financial Services, LP
  • Series 7 - Securities Representative
  • Series 66 - Investment Advisor
  • CA Life and Health Insurance Lic. #0M04879
Educational Background
  • B.S. in Economics at Hampton University
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.  Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.