South Carolina Federal Advisor Recognized for Outstanding Performance in Investment Services

  

(N. Charleston, S.C.) – 11/10/2020
South Carolina Federal Credit Union today announced that Colm Bailey, an Investment Advisor with CUSO Financial Services, L.P. (CFS)*, earned the Bronze Pacesetter Award, which honors the top-producing registered representatives among over 200 investment programs.

Bailey was recognized for generating significant revenue while providing high quality investment and retirement planning services to South Carolina Federal members.

We congratulate Colm on this esteemed accomplishment and are so proud of the outstanding service he has provided to our clients over the years. We hold ourselves to incredibly high standards for member service, and Colm exceeds those expectations in every client interaction he has.
- Meg Grier, Investment Operations Program Manager with CFS*

Bailey has been with Investment Solutions through CFS* since 2012 and has more than 11 years of financial service industry experience, including previous positions at Merrill Lynch and Smith Barney. He graduated from the Dublin Institute of Technology's School of Humanities.

This annual awards program recognizes leading financial advisors for their dedication to high standards, commitment to superior service, and outstanding performance in delivering investment services to clients.

*
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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. South Carolina Federal Credit Union and South Carolina Federal Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South Carolina Federal Investment Solutions, and may be employees of South Carolina Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South Carolina Federal Credit Union or South Carolina Federal Investment Solutions. 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
 
The LPL Financial registered representative(s) 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.
 
South Carolina Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial CRS Form

Information provided should not be construed as tax advice. Please consult a tax professional.