Meet Lou Petrucco, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*
Lou is a 20+ year veteran in the industry and specializes in helping his clients understand how to position their assets to achieve their goals. Lou has prior experience at a large investment firm traveling the country to provide financial planning and complex investment analysis to client facing colleagues and wealthy clients.
Lou takes the time to educate his clients on the investment they own, why they own them and what they can expect.
Lou holds his Series 24, 7, 6, 63 and 65 FINRA licenses and is also licensed to sell securities in the following states: AZ, CT, FL, GA, KY, MI, NJ, NY, NC, TN, TX. Additionally, he has Life and Health Insurance licenses in Michigan and Tennessee.
As well as spending time with his wife, son and daughter, he enjoys long distance running. Lou has run several full marathons and continues to be active.
*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.