Investment Services
Independent and unbiased investment advice from LPL Financial.
Retirement planning, investments, estate preparation, insurance. The list of financial options and concerns can seem endless. To help you make sense of today’s complex financial world, we’ve formed an alliance with investment professionals at LPL Financial.
As a credit union member, you have access to your own personal financial advisor, as well as access to a variety of investment services and insurance products, including:
Individual Services
401K Rollover & Pension Plans
Life, Health, & Long Term Care Insurance
Retirement & Investment Planning
Business Services
401K & Pension Plans
Group Health Insurance
Meet our Representative
LPL Financial’s knowledgeable representative can simplify the retirement and investment process and help you work toward realizing your financial dreams:
Pierre M. Movsessian, MBA, CFP
CA Insurance License #0B65327
(818) 238-2900 x4
Email Pierre
Log into your LPL Financial Investment Account
Check the background of Pierre and/or LPL Financial on FINRA’s BrokerCheck.
Get Started
Disclosures
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.
UMe Credit Union is not a Broker/Dealer and is not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA