When working with you, Scott Vermillion, Financial Consultant and Chartered Retirement Planning Counselor(SM) at DFCU Financial Partners, will evaluate your current financial position and objectives to help you build a plan to achieve your goals.
“There’s a big difference between investing and planning. Many people invest, few people plan. I really enjoy helping people develop a plan to meet their goals,” says Scott.
Scott holds a Bachelor of Science degree in Business Administration from Central Michigan University with dual majors in Finance and Management. He is registered through CUSO Financial Services, L.P. (CFS), our broker-dealer, and holds his FINRA Series 7 (General Securities), FINRA Series 52 and FINRA Series 63 licenses. FINRA licenses are held in California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Nevada, New York, North Carolina, Ohio, Tennessee, Texas, Virginia and Washington. Additionally, Scott holds his Life and Variable Contracts licenses with the State of Michigan. Scott 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.