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Investment Services

Investment Services

Fiscal Investment Services, in partnership with Pierre Movsessian, a registered principal with Linsco/Private Ledger (LPL), offers members Financial Planning and Investment Services. As a Financial Advisor, Pierre offers a great understanding of individuals' diverse financial needs, as well as the vast knowledge of various investment products and services. The following products are currently being offered to Fiscal members:

Retirement Planning

Investment Options

College Planning

Insurance

Services offered through Linsco/Private Ledger, a Registered Investment Advisor. Member NASD/SIPC. Insurance Products Offered Through Private Ledger Insurance Services of California, Inc. No Credit Union Guarantee/May Lose Value/Not a Deposit. Not insured by American Share Insurance (ASI) or any Government Agency. Fiscal Credit Union and Fiscal Investment Services are not registered brokers/dealers nor are they affiliated with Linsco/Private Ledger.

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