RIVERSIDE, CA (September 29, 2014) -- Three investment advisors at Altura Credit Union were recently recognized with 2013 Pacesetter Awards from CUSO Financial Services, LP, (CFS) for outstanding performance in investment services. CUSO Financial Services, a broker dealer and Registered Investment Adviser, partners with Altura Credit Union to provide investment services for Altura members.
Christopher Tavares earned the Gold Award, while Ryan McGraw earned Silver and Damon Harris wasrecognized with the Bronze. All three, who are registered representatives affiliated with CFS, were honored at the recently held 2014 “Powered by Passion” Annual Conference. The Pacesetter Awards honor the top producing registered representatives annually among CFS’s nearly 200 credit union programs.
The Pacesetter Awards recognize that Tavares, McGraw and Harris provide high quality financial and retirement planning services to Altura Credit Union Members, while also generating significant revenue. The is the second consecutive year that Tavares earned the top honor.
“We’re proud to see Christopher Tavares, Ryan McGraw and Damon Harris recognized for their accomplishments and the continued outstanding service they provide to our members,” said Jennifer Binkley, chief operating officer, Altura Credit Union. “In a crowded industry, these three advisors have established themselves as professionals of high caliber. They also routinely demonstrate their knowledge, experience and commitment to quality customer service.”
The annual awards are presented by CFS to recognize top advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients.
In addition to financial planning and investment services, Altura Credit Union offers a full-range of financial services, including: consumer, home and auto loans, savings and checking accounts, and online and mobile banking services. Anyone who lives, works, attends school or worships in Riverside and San Diego counties and selected cities in San Bernardino and Orange Counties can become a member of Altura Credit Union. Visit the website www.AlturaCU.com to learn more.
Altura Credit Union
Altura is very proud of its 57 years of service to Members in the Inland Empire. Altura is a past-recipient of the California Award for Performance Excellence (CAPE), the state’s equivalent of the Malcolm Baldrige National Quality Award. Today, Altura Credit Union has 85,500 Members and nearly $731 million in total assets. For more information on Altura, visit our website, www.alturacu.com, or call 1-888-883-7228.
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 federally insured, are not guarantees or obligations of credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS to make non-deposit investment products and services available to credit union members.
About CUSO Financial Services, LP
CUSO Financial Services, L.P. (CFS) (Member FINRA/SIPC) provides customized investment and insurance solutions to nearly 200 credit unions throughout the country. CFS is headquartered in San Diego, with branch offices and licensed representatives nationwide, CFS is a full-service broker-dealer and SEC Registered Investment Adviser, 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.