Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Aventa Credit Union and Wealth Management Services at Aventa Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management Services at Aventa Credit Union, and may also be employees of Aventa Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Aventa Credit Union or Wealth Management Services at Aventa Credit Union. Securities and insurance offered through LPL or its affiliates are:
This material was prepared for Wealth Management Services at Aventa Credit Union and does not necessarily represent the views of the presenting party or their affiliates. This information has been derived from sources believed to be accurate. Please note—investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting, or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.
Not Insured by NCUA Or Any Other Government Agency. Not Credit Union Guaranteed. Not Credit Union Deposits or Obligations. May Lose Value.
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