Choosing the right path to meet your long-term financial goals is an important decision. With all of the options – from Roth to traditional IRAs, mutual funds to stocks – the decisions can become very complicated, very quickly.
Arizona Federal Financial Services, offered through CUSO Financial Services, L.P. (CFS)1, is here to help our members reach their goals. To review CFS's background, visit FINRA's BrokerCheck website.
CFS offers a full range of financial products and services.
Ryan has been a licensed investment representative since 2012. He attended college at Utah Valley University and has lived in Arizona with his wife since 2011. Ryan holds a series 66 and series 7 securities license as well as life, health and long-term care licenses. Ryan has been in the financial services industry since 2006 and has 6 years of investment experience.
Check the background of this investment professional on FINRA’s BrokerCheck2.
1 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 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. Arizona Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 Registered Representatives 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.