MEMBERS Financial Services changed to WCCU Wealth Management
Friday, October 20, 2023
Westerly Community Credit Union (WCCU) is pleased to announce that the investment program located at its branches, MEMBERS Financial Services, has changed their name to WCCU Wealth Management*.
WCCU Wealth Management will continue to deliver access to the full range of investment products, insurance, and exceptional customer service that has come to be expected. LPL Financial will continue to be the broker dealer for the investment services offered to Westerly Community Credit Union members.
For more information or to set a no-cost, no-obligation appointment, you can call WCCU Wealth Management at 401.637.4404.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and WCCU Wealth Management are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Westerly Community Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
WCCU Wealth Management will continue to deliver access to the full range of investment products, insurance, and exceptional customer service that has come to be expected. LPL Financial will continue to be the broker dealer for the investment services offered to Westerly Community Credit Union members.
For more information or to set a no-cost, no-obligation appointment, you can call WCCU Wealth Management at 401.637.4404.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and WCCU Wealth Management are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Westerly Community Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.