SCE Federal Credit Union

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	Branch Locations Investment Services Member Services Service Centers

Have an Investment Consultant contact me!

At SCE FCU, our goal is to provide you with sound financial advice so you can make informed decisions about your financial future. Our services are offered at no charge and with no obligation. Your membership in SCE FCU has earned this value-added benefit.

To help us better serve your financial needs, please complete this brief request form. A representative will contact you the next business day.

Member First Name

Member Last Name

Account Number (Optional)

Street Address 1

Street Address 2

City

State

Zip Code

E-Mail Address

Day Phone

Evening Phone

When would you prefer to be contacted?

Day

Evening

Investable Assets

0 - $10,000
$10,001 - $50,000
$50,001 - $100,000
$100,001+

Areas of Interest

Annuities (Fixed/Variable)*
Certificates – Traditional or Roth
Brokered CDs*
IRAs
Roth IRAs
Roth IRA Conversion^#
IRA Savings
Education Savings Accounts
Trust Accounts
Mutual Funds*
Stocks & Bonds*
Estate Planning^~
Trust/Living Will Preparation^~
Asset Accumulation/Management^#
Investment Consultation/Management*
Financial Planning*
Planning for College^#
Retirement Planning^#
Life Insurance/AD&D
Seminar Information

Other Interests

Please note that this information is being transmitted via a secure server.

#Options include offerings through the Credit Union and also through KWB Wealth Managers Group. Please refer to * below for additional information on KWB.

*Offered through KWB Wealth Managers Group. Securities and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC. Insurance Products offered through Private Ledger Insurance Services of California, Inc. Not federally insured. Not obligation of or guaranteed by the Credit Union. Involves investment risks and may lose value.

~Offered through Liberty Trust Preparation, Robert J. McDonnell, Attorney at Law.

Founded by Local 47 IBEW

Equal Housing Lender