Meet Jeffrey Clements, Financial Consultant at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*
Jeffrey developed an intricate knowledge of the investment and securities arena by spending the first 14 years of his professional career working on the trading floor of the Chicago Board of Trade. This experience helped him understand market fluctuations and trends that help him create sound retirement plans for his clients.
As a Chartered Retirement Planning CounselorSM, Jeffrey helps his clients take a proactive approach in utilizing tax efficient strategies in retirement and investment planning. He integrates Social Security strategies and other income sources to chart retirement courses for his clients. Jeffrey employs a long-term approach and closely collaborates with clients to help ensure they won’t outlast their money.
Jeffrey earned his bachelor’s degree in finance from Michigan State University. He holds his Series 7, 63, 65 FINRA licenses and is registered to sell securities in Michigan and Ohio. He also holds Michigan Life, Health, Property & Casualty Insurance licenses.
Jeffrey enjoys spending time with his wife and young son. He’s active with his church, son’s school and sports.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.