Matthew Pettit
Financial Advisor at CUSO Financial Services, LP
- Role
- Financial Advisor at Cuso Financial Services
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Matthew Pettit
CFP®, Series 7, 63, and 66 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 and NV.
Experience
Financial Advisor
Mar 2018 — Present · Salt Lake City, UT, US
Education
Salt Lake Community College
Associate's degree, General Studies
2010 — 2012
University of Utah
Bachelor of Fine Arts (B.F.A.), Financial Planning and Services
2013 — 2015
Skills
- Financial Services
- Long-Term Care
- Life Insurance
- Finance
- 529 Plans
- Sales
- Wealth Accumulation
- Variable Annuities
- College Savings Plans
- Leadership
- Customer Service
- Series 7
- Retirement
- Education Funding
- Insurance
- Key Person Insurance
- Iras
- Investment Advisory Services
- Fixed Annuities
- Disability Insurance
- Registered Investment Advisor
- Series 63
- Investments
- Microsoft Excel
- Financial Planning
- Roth Ira
- Life & Health Insurance Licenses
- Long Term Care Insurance
- Retirement Planning
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