Jesse Lugenbeel-Ryan
Wealth Management Advisor @LPL Financial
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WORK HISTORY
Wealth Management Advisor @LPL Financial
EDUCATION
University of Utah - David Eccles School of Business
Bachelor of Science (B.S.), Finance, General
ABOUT JESSE LUGENBEEL-RYAN
Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Series 7, 63, and 65 licensed. Also, Utah State Life and Health insurance licensed.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. 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. America First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.This representative is licensed to sell securities in the following states: UT
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