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Investment Appointment Request

INVESTMENT APPOINTMENT REQUEST

I am interested in scheduling an appointment with a Financial Advisor, registered through CFS.^

Please complete this secure form and all information provided will be kept strictly confidential.

^Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial is a subsidiary of Atria.
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NASA Federal Credit Union

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