greene

Mike Greene

Financial Advisor

CUSO Financial Services, L.P.

at California Credit Union

Email: mgreene@ccu.com
Phone: (818) 291-6794

Branches Locations: Carson, Inglewood, and Torrance

CA Insurance LIC# 0B19176

Check the background of this investment professional on FINRA BrokerCheck

Mike brings over 33 years of financial services experience to his clients, and he serves them by helping plan for and addresse their financial needs. He specializes in retirement income planning, building assets for retirement, wealth transfer, long-term care insurance, college savings accounts, tax-deferred investing and asset management.

During Mike’s career, he has held positions at UnionBanc Investment Services, Merrill Lynch, HomeFed Investments, GlenFed Investments, CalFed Investments, Citigroup Investments, USBancorp Investments and WESCOM Financial Services.

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*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors 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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.