SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - MARK GIVENROD
Cerritos, La Habra
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Since 2003, Mark has been passionate about building trusting relationships with Members to help them build secure futures. He believes that with long-term planning and being disciplined about making regular contributions, Members can achieve their financial goals.
He explains no two Members are alike and he's here to help address their unique needs. "Some Members come to a meeting with every statement they've ever received, and some show up with very little. No matter where they are on their financial journey, or where they want to go, I enjoy helping Members find their own way," he says.
When he's not working, Mark enjoys spending time with his family and dog. He loves traveling abroad and exploring new places.
Mark is a fully registered and licensed investment and retirement planning professional. He earned his bachelor's degree in finance from California State University, Long Beach, is registered to sell securities, and holds a California Life/Health Insurance License.
CA Insurance License 0D97426
Mark Givenrod 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.