November 19, 2020

TAGGED AS: 1st United News

1st United Credit Union is pleased to announce that Rahil Machiwalla, a registered representative affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services (CFS)*, earned the Gold Pacesetter Award at the 2020 CFS/SPF Annual Conference. The award honors top registered representatives among the more than 200 investment programs administered by CFS and SPF. Rahil was credited with generating significant revenue while providing high quality investment and retirement planning services. 

“We congratulate Rahil on his accomplishment and thank him for the outstanding personalized service he provides to our members,” commented Greg Pulliam, Chief Administrative Officer for 1st United Credit Union. “His knowledge, experience, and dedication to helping our members with their retirement and investment planning is greatly appreciated by 1st United and by our members who have had the pleasure of working with him.”

The annual awards were presented by CUSO Financial Services, LP and Sorrento Pacific Financial LLC, and serve to recognize leading financial advisors for their dedication to high standards, commitment to superior service, and outstanding performance in delivering investment services to clients. 

Learn more about investment planning.

 


About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA / SIPC) are subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with $30+ billion in AUA. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, see cusonet.com.

*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. Please consult a qualified tax advisor for specific tax advice.