CFS Investment Coordinator
P: 260.487.3327 | E: email@example.com
Jennie Clarke joined the 3Rivers team in 2013, bringing with her over 20 years of banking experience. In her role an investment coordinator, she supports and assists other advisors, as well as insurance-licensed team members. She collaborates with our branch teams to help develop strategies and offer support that helps members achieve financial wellness and their long-term goals. Being securities and insurance-licensed enables her to offer additional products and services to our membership.
*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. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union.