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Meet our Advisor


 

Peter Perri

Financial Advisor

CUSO Financial Services, LP

607-937-1255

Fax 607-962-8479

pperri.cfsinvest@fhfcu.org



Pete is a licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.

Registered through CUSO Financial Services, L.P.

  • Life, Accident & Health Insurance Licenses for New York and Pennsylvania
  •  Series 7 and 66 Securities Registrations

Educational Background

  • Cornell University
  • Davis College

Previous Experience

  • LPL Financial
  • Merrill Lynch

Schedule a no-obligation an no-cost appointment to meet with Pete and gain valuable information on financial planning topics that include:

  • 403b and 401(k) RolloversCUSO Financial Services
  • Mutual Funds
  • Stocks and Bonds
  • Fixed, Variable and Index Annuities
  • Life and Long Term Care Insurance
  • Investment and Employer Services

Check the background of this investment professional on FINRA's BrokerCheck

For more information on our investment solutions please visit our Financial Services webpage.
 

MEMBER FINRA/SIPC, Not NCUA/NCUSIF insured, Not credit union guaranteed, May lose value.