SECU is pleased to introduce our new MEMBERS Financial Services Representative, Morgan Doyle. Morgan has 35 years of experience in the financial services industry and is a Certified Financial Manager. A former U.S. Air Force Captain, he is a Registered Representative of CUNA Brokerage Services, Inc.

Morgan is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service through the Members Financial Services Program. The program makes available a variety of insurance and investment products that complement those offered by SECU. The program can provide a package of protections and asset accumulation products that can help you meet your personal financial objectives… whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Morgan can work with you to help you achieve your personal financial goals and provide information on the following services and products:

• Insurance Planning
• Retirement Planning
• Investment Planning
• Education Funding
• Estate Planning
• Business Planning
• Mutual Funds
• Stocks/Bonds

More information on contacting Morgan.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBS), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa, 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution, CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.