Jeanette Beatty is a CERTIFIED FINANCIAL PLANNER™ professional and registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. Jeanette has been collaborating with members of the Boulder community as they work toward their financial goals since 2006. After graduating from a small liberal arts school on the East Coast, she moved to Colorado and has been loving every minute of it. Jeanette is passionate about devising financial strategies for all life’s stages and transitions including, retirement planning, education savings, job relocation, and family status changes. Jeanette enjoys volunteering with the Elevations Reality Check for Youth financial literacy program and Junior Achievement.
Jeanette is a Series 7, General Securities Registered Representative, holds a Series 63, Uniform Securities Agent State Law License and is an Investment Advisor Representative with her Series 66. Jeanette is licensed in the state of CO, CA, CT, MD, NM, NV, TX and VA.
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.
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.