CUSO Financial Services, L.P.
Check the background of this investment professional on FINRA BrokerCheck
What she does:
Violetta focuses on providing highly individualized member service and offers financial solutions to help individuals and their families pursue outcomes that are personally meaningful.
Violetta advises members on wealth accumulation and preservation through customized wealth management strategies and takes an active role in educating members about matters concerning retirement, tax-advantage investing and estate planning.
Who she serves:
Her goal is to provide the highest level of service with integrity and superior ethics to help members pursue their goals.
Once a plan is implemented, a timely review and update is consistent with her investment process.
Violetta earned a degree of Bachelor of Arts in Modern Languages/French concentration in 2010 from Lamar University and continues her education working towards completing her Master’s degree in Business Management and Leadership, as well as Certified Financial Planner certification.
She was recognized for top performance by an Insurance Company where she served as a Sales Team Leader and an Advisor.
She is passionate about contributing to our local community and coach her clients to become successful investors.
Violetta currently resides in Bridge city, TX with her family.
*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.