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Marketable Securities

CU Investments Solutions, LLC (ISI)*, offers broker dealer services through a branch office at Missouri Corporate Credit Union.

The brokerage services provided through the Corporate Agent Program of ISI are able to offer permissible credit union investments, including:

  • New Issue Agencies
  • Secondary Bullet & Callable Agencies
  • Collateralized Mortgage Obligations
  • Corporate Bonds

Through the Corporate Agent Program, Missouri Corporate's member credit unions have the ability to purchase ISI's brokered marketable securities within the credit union system. This empowers credit unions by providing a one stop, competitive alternative to brokerage transactions outside the credit union system.

Please contact Julie Chapin, ISI's registered representative, at (314) 542-1359 or toll-free 1-800-826-5228, ext. 1359, with any questions or to open an account.

* All securities are offered through CU Investment Solutions, LLC. The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. CU Investment Solutions, LLC registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions, LLC is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.

 

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