CFS Investment Representatives at ABNB Federal Credit Union awarded for outstanding performance in investment services
CHESAPEAKE, VA (August 26, 2016) — ABNB Federal Credit Union announced that Neal Davis and David Robinson, representatives registered through broker-dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) earned the 2015 Bronze Pacesetter Award at the CFS “No Boundaries!” 2016 Annual Conference, recently held in San Diego, California. The award honors the top producing registered representatives among hundreds of CFS and SPF credit union and bank programs across the country.
Davis and Robinson were credited with generating significant revenue while providing investment services to ABNB Federal Credit Union’s clients throughout the year. Davis and Robinson both offer numerous services such as: retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollovers, insurance, and more.
“I am so honored and grateful to CFS (SPF) for this recognition,” said Robinson. “My goal is always to provide comprehensive service to help our investment clients meet their goals, and my success is really due to the support from ABNB Federal Credit Union’s team and the continued business from our clients.”
The annual awards are presented by CFS during the company’s three-day Annual Conference as a way to recognize advisors for their production and commitment to delivering superior investment services to clients. Davis and Robinson won for significant revenue production in service to Hampton Roads investment clients. Hundreds of representatives across the country attend the conference to share and discuss best practices as well as learn from experts in the field of investment services.
In addition to financial planning and investment services, ABNB Federal Credit Union also provides consumer, home and auto loans, deposit services and online banking services.
For more than 56 years ABNB has maintained a commitment to providing quality products and services along with professional and personal service to its members. With seventeen branches and numerous service centers, ABNB currently serves more than 55,000 members and is one of the largest home-based financial institutions in the Hampton Roads area. For more information on ABNB Federal Credit Union and its services, visit www.abnbfcu.org or call 757.523.5300.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), registered broker-dealers (Members FINRA www.finra.org) and SEC Registered Investment Advisors. Products offered through CFS: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions contract with CFS to make non-deposit investment products and services available to credit union members or bank clients.
About ABNB Federal Credit Union
ABNB Federal Credit Union has a long and storied history of charitable giving and community involvement dating back to the credit union’s founding in 1960. With a commitment to making a difference in the communities we serve, the ABNB Community Foundation was launched in 2019 to support causes and charities benefiting children and families in our region.
About CUSO Financial Services
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) (Members FINRA) provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com.
