SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - JOSE ROSALES
Anaheim
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Jose Rosales is a financial services professional with over 10 years of experience in the industry. He holds a bachelor’s degree in finance from California State University, San Bernardino. Jose enjoys working with all types of Members — whether they’re new to investing or more experienced. He loves helping them create financial plans that can help them accomplish their short- and long-term goals.
Jose emphasizes the importance of providing consistent communication and regular updates to Members about their progress. This allows them to prioritize their goals and make informed decisions about their finances. He believes that with time and discipline, anyone can create lasting financial well-being.
Jose is passionate about service and always puts Members first. He has many memorable experiences, such as helping clients who didn’t think they could retire work toward their goals.
In his spare time, Jose loves to travel and learn about different cultures. He also enjoys spending time with his family.
CA Insurance License 0I40025
Jose Rosales is a financial advisor with, and 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. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives 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.