First Community Credit Union Promotes Investment Services Team Member

Posted by Katy Wagnon on November 8, 2022

First Community Credit Union, based in Coquille, Oregon, offers a full array of investment services through broker-dealer CUSO Financial Services, L.P. (CFS)*. First Community is pleased to introduce investment services team member and CFS investment advisor, Blake Smith.

Smith was recently promoted to investment advisor working from the North Bend, Oregon branch. Smith joined First Community branch operations in 2019 and began the investment services training program in 2020. Having successfully completed the program, Smith now serves as an investment advisor for members across Southern Oregon, assisting with their financial and retirement planning needs. He holds the following: Series 7, Series 66, and an Oregon State Insurance License. In addition, Smith can also conduct business as a fiduciary advisor for fee-based managed accounts.

The investment services team directly reflects the credit union mission of member financial success and satisfaction. Smith’s expanded role in the investment services team will strengthen First Community’s relationship-focused strategy of member growth and provide expanded exceptional service to over 87,000 members and 26 communities throughout Oregon.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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.

Posted in Oregon, Regional Member News.