Jo Laurie Schmeltzer is a licensed California Life Agent (CA Ins. Lic. #0B64641) and is a registered
securities representative (series 7, 63, and 66) in California through CUSO
Financial Services, L.P. (CFS), our broker dealer. She has nine years
experience as a Financial Representative working with customers to help them
define and work towards their financial goals, such as saving for retirement, a
car, or a home. She has a varied background in financial services, including
personal tax preparation, real estate, and lending, and has worked with banks
and both full-service and discount brokerage firms.
Jo Laurie earned a Bachelor of Arts Degree in Economics at the University of
California, Irvine.
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. |
Equal Housing Lender