swbc销售原则swbc分别代表什么

来源：蜘蛛抓取(WebSpider) 时间：2018-04-23 10:40 标签： swbc全新销售话术模板
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Daniel Espinoza - 210.308.7826 | Brian Marchiori - 210.308.7825
210.468.4096 | 210.635.1448
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Firstmark Credit Union and SWBC Investment ServicesWorking Together as a Team
Firstmark Credit Union has partnered with SWBC Investment Services, LLC to offer complete financial services to our members.Through Firstmark Investment and Retirement Services, located at Firstmark Credit Union, members have a team committed to helping them achieve long-term financial success. With today’s economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs.From helping establish an IRA to developing a comprehensive plan for a multi-million dollar estate to simply reviewing your portfolio, we will work with you to help you clearly identify your goals and create customize a portfolio.
Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.
Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.
The potential economic impact of Hurricanes Harvey and
Irma on a local and national level.
Why investors still hold money market mutual funds despite low returns.
Is your personal inflation rate higher or lower than the CPI?
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Securities are:&
Not NCUA/NCUSIF Insured Not Guaranteed by the Credit Union Not a Deposit Not insured by any Federal Government Agency May Lose Value
If you need to place a trade,&please call SWBC&s home office operations department at 866.884.2605.&Supervisory Office:
Mike Klorer
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 & San Antonio, TX& 78216
210.376.38585& Office & 210.635.1203 Fax
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