Sophia Sewell

Registered Representative, CUSO Financial Services, L.P. at Amplify Credit Union, Austin, TX at CUSO Financial Services, L.P. - San Diego, CA, US

Sophia Sewell's Colleagues at CUSO Financial Services, L.P.
Mark Spirk

Wealth Advisor, CUSO Financial Services, L.P. at University Federal Credit Union

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Yvonne Clark

Financial Advisor, CUSO Financial Services, L.P.

Contact Yvonne Clark

Gian Lozano

Investment Specialist

Contact Gian Lozano

Corby Smith

Financial Advisor/VP

Contact Corby Smith

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Sophia Sewell's Contact Details
HQ
858-530-4400
Location
Austin, Texas Area
Company
CUSO Financial Services, L.P.
Sophia Sewell'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
Details about CUSO Financial Services, L.P.
Frequently Asked Questions about Sophia Sewell
Sophia Sewell currently works for CUSO Financial Services, L.P..
Sophia Sewell's role at CUSO Financial Services, L.P. is Registered Representative, CUSO Financial Services, L.P. at Amplify Credit Union, Austin, TX.
Sophia Sewell's email address is ***@cusonet.com. To view Sophia Sewell's full email address, please signup to ConnectPlex.
Sophia Sewell works in the Financial Services industry.
Sophia Sewell's colleagues at CUSO Financial Services, L.P. are Mark Spirk, Lori Sturgis, Yvonne Clark, Michael Jones, Gian Lozano, Corby Smith, Matthew McFarland and others.
Sophia Sewell's phone number is 858-530-4400
See more information about Sophia Sewell