Jorin Bale is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union, and has been in the financial services industry since 2001. Jorin started his career in the Seattle, WA area but, as of four years ago, is now raising his family permanently in Colorado!
Jorin Bale 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 his Series 66. Jorin is licensed in the states of CA, CO, FL, MA, MT, MD, NV, OR, PA, TX, UT 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.