John Friday is a Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, registered through CUSO Financial Services, L.P. (CFS), our broker-dealer.
John is committed to using his investment experience to help members and their families plan for their futures. He can assist as you decide the best way to manage your assets. A one-on-one complimentary consultation with John will help identify opportunities so he can develop an individual investment strategy to assist you in reaching your goals.
A 12-year veteran of the business, John holds a degree in Finance with a minor in Accounting from Central Michigan University. He is registered and holds his Series 7 (General Securities), Series 63 and Series 66 licenses through CFS. FINRA licenses are held in Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Oregon, Tennessee, Texas, Virginia, Washington and Wisconsin. Additionally, John holds his Life, Fixed Contracts and Variable Contracts through the State of Michigan. He received his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a 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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.