meyer

Kevin Meyer

Financial Advisor Associate

CUSO Financial Services, L.P.

at North Island Credit Union

Email: kmeyer@ccu.com
Phone: (858) 769-7951

Branches Locations: Imperial Beach, South Bay

CA Insurance LIC# 0I97162

Check the background of this investment professional on FINRA BrokerCheck

Kevin has more than 8 years of experience in the financial services industry and has been assisting North Island Credit Union members with their financial needs since 2015. He is focused on helping individuals and business-owners plan and invest for a secure retirement for themselves and their employees. In addition, he helps our members manage risk and protect their hard-earned assets using life, disability, and other insurance products. Kevin holds a Bachelor’s Degree in Liberal Arts. When he’s not working, you might see Kevin surfing in San Diego.

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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.