Investment Services

The USF FCU Wealth Management program provides you with a financial advisor to help you decide how to invest and manage your funds in order to meet your unique goals.

Services include:

  • Mutual Funds
  • Stocks and Bonds
  • Managed Accounts
  • Annuities
  • Tax-Advantaged Investment Planning
  • Online Account Management

 

Invest Now

 

Daron Meyer

Daron Meyer
Financial Advisor
813-569-2126
Email Daron

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. 

CUNA Brokerage Services, Inc. is a registered brokerage/dealer in all fifty states of the United States of America.

FR-1797500.1-0517-0619

Go to main navigation