Meet our Advisors
Senior Vice President | MIDFLORIDA Member Investment Services
LPL Financial Advisor
(813) 386-4203 Ext. 2927
firstname.lastname@example.org or email@example.com
I encourage our members to take the time to meet with a financial advisor to learn of the options available through MIDFLORIDA Member Investment Services. By listening to your needs and concerns, I can help create a financial plan that will fit your situation and preferences. Together, we can discover the right financial choices for you.
FINRA Securities and Registrations
Held through LPL Financial
- Series 7 – General Securities Representative
- Series 6 – Investment Company Limited Representative
- Series 66 – Uniform Combined State Law
- Series 63 – Uniform State Law
- Florida A304335 and Tennessee Life and Annuities License
- States registered in: Florida and South Carolina
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC. Insurance products offered through LPL Financial or its licensed affiliates. MIDFLORIDA Credit Union and MIDFLORIDA Member Investment Services are not a registered broker/dealer and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL.
| || ||
| Not NCUA Insured || Not Credit Union Guaranteed || May Lose Value
Investment options subject to minimums; see LPL Financial Advisor for details. For tax advice, please consult a qualified tax professional.