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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 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. Impact 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.
Impact Financial Services, Impact Credit Union
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Financial Advisor, Cuso Financial Services, L.P.Impact Financial Services, Impact Credit Union Feb 2017 - PresentClyde, Ohio
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Financial AdvisorRaymond James Financial, Inc. Jan 2016 - Oct 2016Nw Ohio (Toledo And Surrounding Area) -
Financial ConsultantDirections Credit Union Mar 2012 - Sep 2015Toledo, Ohio Area -
High Net Worth Insurance AdvisorFifth Third Bank Mar 2011 - Apr 2012 -
Personal Financial RepresentativeAllstate Financial Nov 2010 - Mar 2011 -
Vice President/Financial ConsultantPinnacle Capital Management Jan 2009 - Dec 2010I help people find money that they may be transferring unknowingly and unnecessarily, and redirect those dollars back to them.
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Financial ConsultantThrivent Financial For Lutherans Oct 2002 - Feb 2009
Bruce Joseph Skills
Bruce Joseph Education Details
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Public Relations
Frequently Asked Questions about Bruce Joseph
What company does Bruce Joseph work for?
Bruce Joseph works for Impact Financial Services, Impact Credit Union
What is Bruce Joseph's role at the current company?
Bruce Joseph's current role is at.
What is Bruce Joseph's email address?
Bruce Joseph's email address is bj****@****scu.org
What is Bruce Joseph's direct phone number?
Bruce Joseph's direct phone number is +141930*****
What schools did Bruce Joseph attend?
Bruce Joseph attended Sam Houston State University.
What skills is Bruce Joseph known for?
Bruce Joseph has skills like Financial Advisory, Series 63, Fixed Annuities, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Iras, Investments, Finance, 401k, Investment Advisory.
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