Gregory Lambesis

Financial Advisor at CUSO Financial Services, L.P. - San Diego, CA, US

Gregory Lambesis's Contact Details
HQ
858-530-4400
Location
Company
CUSO Financial Services, L.P.
Gregory Lambesis's Company Details
CUSO Financial Services, L.P. logo, CUSO Financial Services, L.P. contact details

CUSO Financial Services, L.P.

San Diego, CA, US • 250 - 499 Employees
Financial Services

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment programs for credit unions Flexible and efficient financial planning Retirement services Investment and Insurance solutions Sophisticated back office technology systems Non-proprietary product offerings Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Gregory Lambesis
Gregory Lambesis currently works for CUSO Financial Services, LP.
Gregory Lambesis's role at CUSO Financial Services, LP is Financial Advisor.
Gregory Lambesis's email address is ***@cusonet.com. To view Gregory Lambesis's full email address, please signup to ConnectPlex.
Gregory Lambesis works in the Financial Services industry.
Gregory Lambesis's colleagues at CUSO Financial Services, L.P. are Kyle Nicholls, Preston Ivey, Scott Stergios, Gilbert Gil, Keith Manning, Alexandra Kowalski, Andrea Pulliam and others.
Gregory Lambesis's phone number is ["8023092178"]
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