Dennis Brajkovich is a licensed California Life Agent (CA Ins. Lic. #0C36645) and a registered
securities representative (series 6, 7, 63, and 65) in Arkansas, California, Hawaii, Nevada, and Oregon through CUSO Financial Services, L.P. (CFS), our broker dealer. Dennis's goal
is to help you establish a sound financial plan to help meet your lifetime
goals, as well as any short- to mid-term investment and savings needs you might
have.
Dennis comes to Patelco with over thirty years experience in business and
investments. As a Financial Advisor at Patelco, he specializes in financial
planning for individuals and businesses, emphasizing efficient wealth transfer,
retirement, and personal tax planning. Dennis is also a certified Retirement
Planning Specialist and Financial Information Specialist. In addition, he has
been certified by the State of California for Qualified Long Term Care
Insurance.
Dennis has a Bachelor of Science Degree in Business Administration from
California State University.
Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial Advisors are employees of Patelco Credit Union and are registered through CFS. Patelco Credit Union is in partnership with CFS. Member FINRA/SIPC.
|