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Investment Services

Independent and unbiased investment advice from LPL Financial.

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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

Investments & Insurance class="wrapper">

401K Rollover & Pension Plans

Insurance class="wrapper">

Life, Health, & Long Term Care Insurance

Calculators class="wrapper">

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.

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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

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