Kennedy Joins Denali Federal Credit Union
Anchorage – Nichole Kennedy has joined Denali Federal Credit Union Investment Services, available through CUSO Financial Services, L.P. (“CFS”)* as a Financial Advisor. Kennedy is responsible for creating, developing and executing short and long term financial strategies customized to meet client needs. Additionally, Kennedy will be hosting monthly seminars which are complimentary to Denali’s members, which focus on various financial topics.
Prior to Kennedy’s employment with CFS at Denali, she worked at Raymond James , Key Investment Services, Allstate Financial, Merrill Lynch, and Morgan Stanley as a Financial Advisor. There, her responsibilities involved handling transactions in mutual funds, stocks, bonds, options, mortgages for clients, financial analysis and regular client meetings – all to maintain high client satisfaction.
Kennedy is Series 7, 63, 65 licensed and an Insurance licensed professional, with thirteen-years of experience as a financial advisor.
Denali Federal Credit Union is the third largest credit union in Alaska, with more than 72,000 members and assets in excess of $600 million. The Credit Union’s 18 branches are located in Anchorage, Eagle River, Fairbanks, Juneau, Kenai, Wasilla, and Kent, Washington.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. For specific tax advice please consult a qualified tax professional.