Steve Chen


Investment Advisor
CUSO Financial Services, L.P
at LAFCU Investment Services
State Registrations: CA

LA Mall Branch Office:
Los Angeles Federal Credit Union
201 N. Los Angeles Street, Space #201

Hours: 9:00am to 5pm, Monday to Friday
8:00am to 5:00pm LA City Payday Wednesdays

Also Covering:
Culver City & Gardena Branches
Email: steve.chen@cusonet.com
Toll Free: (877) MY LAFCU (695-2328), ext. 6731
Fax: (818) 638-6475

Mr. Cheng brings over fifteen years of investment and financial planning experience to LAFCU Investment Services. He majored in Business Administration at East Los Angeles College. His licenses are:

  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent State Law
  • Series 65: Uniform Registered Investment Advisor Law
  • CA Insurance License #0C95454

 

*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.