Investment Services

Meet Your CFS* Investment Representative, Suzy Hsieh

Check out the background of this investment professional on BrokerCheck by FINRA

  • Suzy Hsieh, CFS* Investment Representative at BrightStar Credit Union, will help you identify your long-range goals and how to work towards meeting them. Regardless of where you are on the road of life whether you’re getting ready to buy your first home or planning for retirement—you can take steps today for a better tomorrow. As an experienced Investment Representative, Suzy brings a wealth of knowledge and experience to credit union members.
  • Suzy is a registered investment representative and a licensed insurance agent with CUSO Financial Services, L.P. She is committed to providing every member with the highest degree of professional conduct and delivers her services with reliability and integrity.
  • Call Suzy at 954-486-2728 ext 4182 For specific tax advice, please consult a qualified tax professional.
  • “My goal is to help BrightStar CU members reach their financial goals by providing a personalized approach to address each individual need and situation. By understanding each member’s concerns about life’s uncertainties such as longevity, volatility, inflation, and taxes, I can help members address these risks.”
  • Suzy, who has over a decade of experience in the Financial Services Industry and is the CFS* Investment Representative at BrightStar Credit Union, and serves its members for their investment and retirement needs. Suzy makes herself available in the CU branch system on an appointment basis.

Related Products

null
Apply for a Loan
Loans For All Reasons
Read More
null
Mortgage Solutions
Apply for your mortgage online.
Read More

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

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.