Miriam LevyFinancial Representative
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 A video message from Investment Advisor: Miriam Levy |
Miriam Levy, a Los Angeles resident, joins LAFCU Investment Services, as an experienced financial advisor, having consulted with individuals and businesses for several years.
Miriam earned a Bachelor of Arts Degree in Mathematics from UCLA, and her professional and personal experience include working at Xerox Corporation, and teaching math to elementary and high school students.
Miriam is dedicated to helping clients assess their financial goals and participate in the management of their finances. The personalized program that she provides helps create a roadmap to help them work toward a more confident financial future.
One of the benefits of working with Miriam is her ability to provide clear, easily understood explanations of financial products and services. She educates individuals on how to become financially savvy, and conducts financial seminars on a regular basis.
Miriam and her husband have four adult children, and they are very active in charitable organizations in the Los Angeles area.
Licensing / Designations
Miriam holds the Series 6, 7, 63, and 66 Securities Registrations, and the California Insurance License #0E95147.
*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. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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 only be made 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 the United States.