"My primary goals as a Registered Financial Assistant are to align my skills with our products to deliver outstanding service to our clients and to efficiently support our Investment Representatives in order to help build solid, long-lasting relationships with our members. I am securities licensed and registered (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)."
Contact me by email at cdowd@allegacyfcu.org or by phone at 336.774.3714 / 800.782.4670 ext. 3714.
"My primary goals as a Registered Financial Assistant are to align my skills with our products to deliver outstanding service to our clients and to efficiently support our Investment Representatives in order to help build solid, long-lasting relationships with our members. I am securities licensed and registered (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)."
