Investment Services
Our goal is to provide you with sound financial guidance so you can make informed decisions about your future. Your membership with the Credit Union has earned you this value-added benefit.
We invite you to utilize the services of SCE FCU Wealth Management for assistance with:
- Strategies that aim to generate life-lasting income
- Investment management and retirement planning
- Asset protection for aging parents
- Life, disability and long-term care insurance
- Estate planning
- Stocks, bonds, mutual funds, annuities, etc.
Our wealth management advisors in California and Nevada are available to meet with you by appointment at our branch locations or by phone. Visit the SCE FCU Wealth Management site for a variety of tools, articles and information we hope you’ll find helpful.
Team/Staff - Investment Services Section
California Wealth Advisor
Pierre M. Movsessian, MBA, CFP®, AIF®
Wealth Advisor | LPL Branch Manager
Nevada Wealth Advisor
David Dixon, CFP®
Wealth Advisor | LPL Branch Manager
Basic Elements - Legal Text
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. SCE Federal Credit Union and SCE FCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCE FCU Wealth Management, and may also be employees of SCE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SCE Federal Credit Union or SCE FCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|
Not insured by NCUA or any other government agency |
Not Credit Union guaranteed |
Not Credit Union deposits or obligations |
May lose value |
LPL Branch Office: 12701 Schabarum Ave, Irwindale CA 91706