Verified recordFinancial Services

An do

Investment Coordinator at Ufcu

Based in Austin, United States

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Seniority

Staff

Department

Operations

Location

Austin

Industry

Financial Services

Company size

713

Contact information

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Email

1 credit

a•••••••@ufcu.org

Phone

5 credits

+1 ••• •••• ••••

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Background

About An do

An is currently a Investment Coordinator with CUSO Financial Services, L.P. at University Federal Credit Union. He began his financial journey in 2015 with Wells Fargo and after 2 years decided to join Bank of America. While his time at Bank of America, he moved to Austin, TX where he later joined UFCU in 2019. Through his many years of experience with banking, he achieve many accolades as being the top producer at UFCU in the northern region of Austin. in 2022, An decided to go towards investments and started getting licensed. In a matter of 1 year, he was able to get his life and health license along with passing the SEI, Series 7 and 66 while being the top producer in branch sales and in force term life insurance policies. In 2023, he was recruited to UFCU investment services. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UFCU and UFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UFCU Investment Services and may also be employees of UFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UFCU or UFCU Investment Services. Securities and insurance offered through LPL, or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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An do Email & Phone Number @ Ufcu | Kipplo Discover