EECU Member Investment Services

Educational Employees Credit Union has been providing alternative non-deposit investment products and services to credit union members since 1989 through our EECU Member Investment Services Department. The credit union’s Board of Directors and senior management team are dedicated to delivering access to an array of investment products and services to help with your financial future.

With today’s economic challenges and diverse investment choices, you need a trusted advisor to turn to who can simplify the investment process and ensure financial strategies are tailored to help you work toward realizing your dreams.  Through effective sharing of knowledge, you will strengthen your understanding of investing so you can manage your financial future with confidence.

Presently, EECU Member Investment Services has six Investment /LPL Registered Representatives, two LPL Registered Assistants, one non-licensed Administrative Assistant, and a Program Manager in its EECU Member Investment & Insurance Services Department.

Any one of our investment professionals is available to meet with you at your local branch. Click on "Book a Meeting" to submit your appointment request electronically or you may call:

Iva Goodwin at 559-248-8032

Lynette Tate at 559-437-7946

Kristen Kerns at 559-437-7816

or visit your branch office today to arrange an appointment.

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services 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.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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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