LOCAL FINANCIAL ADVISOR ERIC PASQUINI AT BELCO RETIREMENT & INVESTMENT SERVICES RECOGNIZED FOR EXCELLENCE BY CUNA BROKERAGE SERVICES, INC.
Lancaster, PA – Eric S. Pasquini, a financial advisor at Belco Retirement & Investment Services, located at Belco Community Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with their broker-dealer, CUNA Brokerage Services, Inc. (CBSI). This distinction is awarded to a select number of financial advisors registered with CBSI who demonstrate a consultative approach with their clients, exceptional sales productivity, and leadership within their credit union and among their peers.
Pasquini, a financial advisor with over 19 years in the financial industry, is available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“I look forward to continue serving the retirement planning and wealth management needs of Belco’s membership,” says Pasquini. “I can help members identify their major financial objectives or recommend strategies to help them achieve financial security–even provide an objective second opinion on their financial situation.”
“We are very excited to support Eric’s participation in the Senior Advisor Leadership Team, as this opportunity will allow him to share his experience with other advisors as a mentor. He is a valuable addition to the program and this is a natural next step for Eric in his career with CBSI. We congratulate Eric on this accomplishment and look forward to his continued success with Belco Retirement and Investment Services.” Said Amey Sgrignoli, CEO, Belco Community Credit Union
In addition to providing sound input and representing his fellow advisors with CBSI leadership and staff, Pasquini also serves as an ambassador for CBSI and its advisors across the country.
“In collaboration with our credit union partners, CBSI Advisors plays an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services Inc. “By being appointed to our 2019 Senior Advisor Leadership Team, Eric Pasquini has demonstrated a commitment to our mission and has earned the confidence of his peers to help lead our firm into the future.”
About Belco Community Credit Union
Belco Community Credit Union is a full-service financial institution offering checking, savings, loan, investment and small business products and services. Established in 1939 to serve employees of Bell Telephone Company in Harrisburg, PA, Belco became a community chartered credit union in July 2005, opening membership to businesses and individuals who live, work, worship, or attend school in Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry or York counties. Belco currently has nearly 66,000 members and $618 million in assets, 14 branches, numerous ATM locations, and 24-hour account access through mobile, online and telephone banking. For more information, visit www.belco.org or call (800) 642-4482
About CUNA Brokerage Services, Inc.:
CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters are located in Madison, Wis. Insurance and annuity products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company, 2000 Heritage Way, Waverly, IA. 50677. Variable Products are underwritten and distributed by CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
2019 CUNA Mutual Group