The CFS certification indicates that a financial professional is skilled at managing mutual funds and developing sophisticated investment strategies. Developed in 1988 and issued by the San ...
SAN DIEGO, April 10, 2023 (GLOBE NEWSWIRE) -- The Institute of Business & Finance (IBF) recently awarded Glenn deMarrais, AIF®, BFA™, CFS®, Director of Product Management at The Investment Center, Inc ...
Pentagon Federal Credit Union has returned its investment program to CUSO Financial Services, a San Diego-based third-party marketing firm, after a one-and-a-half-year stint with another broker-dealer ...
SAN DIEGO--(BUSINESS WIRE)--As part of its merger with North Island Federal Credit Union, California Credit Union executives have chosen CUSO Financial Services (CFS) as the exclusive provider of ...
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