PRIMEVEST Financial Services and Pen Air Federal Credit Union have signed a three-year brokerage services contract.

The $937 million Pen Air FCU in Pensacola, Fla. will privately label PRIMEVEST's investment program under the Pen Air Investments and Insurance moniker. The program will be staffed by financial professionals Scott Mann, Rodney Randle and Steve O'Reilly who will serve in a dual role as financial professional and program manager.

PRIMEVEST is a self-clearing broker-dealer serving the clients of nearly 600 financial institutions in 50 states and Guam.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.