MemberMap ADVISOR places or supports
a qualified Financial Advisor onsite at Credit Unions. This program allows our Client organizations to deliver Financial Services including Financial Planning, Investment Brokerage, Insurance, and Asset Management through a MemberMap Personal Financial Advisor.
 
 

MemberMap ADVISOR has two program formats designed
to serve both Credit Unions with Credit Union Service Organizations (CUSO) in place and those who currently
don't have a CUSO in place. The Personal Financial Consultants (PFCs) are licensed representatives of MemberMap, its affiliated broker dealer and insurance agency. Depending on the ADVISOR program, MemberMap provides the securities compliance supervision and reporting, the commission accounting, various internal marketing functions, and PFC training and support services.
 
 
   
   
       
       

 
 
Securities offered through DFC Investor Services, Member NASD/SIPC. Investments are not obligations of nor
guaranteed by the Credit Union or government agency. Investments involved risk and can lose value.