Jeri Bitner
Compliance at Cuso Financial Services
Based in El Cajon, United States
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Seniority
Staff
Department
Finance & Accounting
Location
El Cajon
Industry
Financial Services
Company size
164
Contact information
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j•••••••@cusonet.com
Phone
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Background
About Jeri Bitner
Non-deposit investment products and services are offered through CUSO Financial Services, L.P.(“CFS”), and Sorrento Pacific Financial, LLC (“SPF”) registered broker-dealers (Member FINRA /SIPC ) and SEC Registered Investment Advisors. Products offered through CFS andSPF: 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 or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and customers. This representative is licensed to sell securities in the following states: CA
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