CUSO Financial Services, L.P.
My investment philosophy places a great deal of emphasis on planning for long-term goals and keeping a well-diversified portfolio. My members know that I will create a financial plan that is solely in their best interest.
- Series 7, 63, and 65 licenses
- Life and Variable Annuity licenses
- BSBA Finance, University of Florida
- Languages: English and Spanish
- Registered to conduct Securities Business in the following states: AR, CA, DC, FL, GA, MA, MI, NJ, NC, PA, SC, TX, WA
ExperienceFelix has been providing financial and retirement planning advice for more than 17 years. His clients know that Felix will provide the highest level of objective and sound investment advice, helping them meet their current needs and to achieve long-term goals.
CommitmentOriginally from Zaragoza, Spain, Felix grew up between Puerto Rico and Central Florida. After spending the past 17 years in Puerto Rico, he is proud to call Central Florida home. Felix is a busy father of two and is heavily involved in his children’s after-school activities.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), 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. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.