工作日 | 上午10点到下午5点 |
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星期六 | 关闭 |
克里斯蒂多兰
罗内特公园分公司经理
Gegham brings nearly two decades of experience in banking and financial services. He started his career at Bank of America as a teller and quickly expanded his skillset into home lending. One of his favorite parts of his job is helping guide and educate his clients, 尤其是新房主, 他们的财务需求和问题. He is patient and takes his time explaining all the various lending options and products available, and his goal is for his clients to feel comfortable working together, so they find it easy to make an informed decision when purchasing or refinancing their home. He enjoys fishing, listening to music and is also fluent in Armenian.
列夫Tinsley
财务顾问
CUSO Financial Services, L.P.1
CA保险许可证:0L71317
列夫Tinsley’s goal is to make a difference in his clients’ lives. 在他职业生涯的早期, he learned that developing relationships and trust is integral to financial advising. He meets each client from the perspective of “how can we work together to give you confidence and success within your investment goals”.
Helping clients realize their financial goals is a top priority. 客户是否在积累财富, 为一项重大开支做计划, 或者即将退休, he assists in guiding them to solutions that fit the stage they are in with a long-term plan always in mind.
His strengths are listening and being aware of his clients’ needs, while at the same time explaining and helping them feel comfortable along the way. With many years of’ experience in financial services, 列夫Tinsley is a problem solver that cares about his clients’ financial future.
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member 美国金融业监管局, SIPC)和美国证券交易委员会注册投资顾问. 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. 帕特尔科信用合作社 has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on 美国金融业监管局的BrokerCheck.