Financial Fitness Checkup
The MEMBERS Financial Service program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
The Financial Fitness Checkup is a service offered by the MEMBERS Financial Services Program located at Southeast Financial Credit Union. In order to help us better serve you, please use the form below to tell us about your current priorities and future plans that have an impact on your overall financial health. After you submit the form, a representative from the MEMBERS Financial Services program will be in touch with you soon to schedule your Financial Fitness Checkup.
MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3614864.1-0621-0723