Jonah Kaufman
Financial Advisor, Cuso Financial Services L P at Coastal Credit Union @Coastal Credit Union
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WORK HISTORY
Financial Advisor, Cuso Financial Services L P at Coastal Credit Union @Coastal Credit Union
Raleigh-Durham, NC, US
This representative is licensed to sell securities in the following states: NC,AZ,CA,CO,FL,GA,IL,IN,MI,MO,NY,OH,OK,PA,TN,TX,VA,WANon-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. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Trust services are available through MEMBERS Trust Company. CFS is not affiliated with Members Trust
EDUCATION
Tusculum University
Bachelor’s Degree, Business Administration and Management, General
SKILLS
ABOUT JONAH KAUFMAN
With a lifelong passion for financial planning, it became the catalyst for me to spend my…
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