After looking at two other broker-dealers, Apple Federal Credit Union said it has moved its investment andwealth management program to CUSO Financial Services LP.
|Apple Financial Services LLC, a wholly owned subsidiary of the$1.7 billion credit union in Fairfax, Va., has implemented severalCFS add-on modules for the investment program, including a homebanking integration tool that incorporates brokerage assets intothe online banking platform with single sign-on access, accordingto CFS.
|The investment subsidiary has also implemented CFS'self-directed online brokerage platform and a financial planningtool.
|In place for 14 years, Apple Financial Services has threefinancial advisers and a sales assistant led by Vice President andProgram Manager George Dusek, who worked with CFS Regional ProgramDevelopment Manager Stephanie Cox to implement the changes to thecredit union's investment program.
|Apple FCU serves 158,000 members.
|Broker-dealer and registered investment adviser CFS in San Diegosaid it now works with more than 150 credit unions nationwide.
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