Gregg Perrey, Indiana Members Investment Services Representative

Gregg Perrey

Gregg Perrey
Financial Advisor
CUSO Financial Services L.P.

8910 Wesleyan Road, Ste. C
Indianapolis, IN 46268
Office (317) 610-3945
Fax (317) 610-3948

As a Financial Advisor, Gregg is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Gregg is a Registered Representative of CUSO Financial Services L.P., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of NASD and SIPC. Gregg is also a licensed insurance representative of CUNA Mutual Life Insurance Company:

Education:

  • B.A., Business, Indiana University, 1985

Career Highlights:

  • Financial services industry, 1991 to present
  • MEMBERS Capital Advisors Excellence Award Winner, 2005-2006
  • American Funds All American Team member, 2004-2006
  • MEMBERS Capital Advisors Platinum Paragon Award Winner, 2003-2004
  • MEMBERS Capital Advisors Paramount Award Winner, 2003-2004
  • CUNA Brokerage Division Personal Development Leader, 2001
  • CUNA Brokerage Fast Start Award, 2001

Call today for more information or to arrange a meeting. There is no obligation.

 

IndianaMembers_InvestmentServices

 

 

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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