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Check the background of the investment professionals on FINRA’s Broker Check
*CRPC conferred by College for Financial Planning.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Mid-Hudson Valley Federal Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mid-Hudson Valley Federal Credit Union for these referrals. This creates an incentive for Mid-Hudson Valley Federal Credit Union to make these referrals, resulting in a conflict of interest. Mid-Hudson Valley Federal Credit Union is not a current client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.