NCU Wealth Management
With NCU Wealth Management, you’ll have access to an onsite financial advisor who can assist you with choosing the path and the appropriate investment and insurance products to help you pursue your goals. Our professionals have access to a wide array of financial products for credit union members who wish to pursue a specific financial goal or develop a comprehensive financial strategy.
Your LPL Financial Advisor
Should you have a financial advisor? Perhaps you’re simply interested in selecting a few mutual funds or you’re wondering what insurance services you should consider for your family. Or, maybe you’d like to have a sound investment strategy drawn up for you. No matter where you fall in the vast investing spectrum, a financial advisor may be crucial.
Jeffrey C. Hamm
The NCU Wealth Management program is offered through LPL Financial, a registered investment advisor and broker-dealer. NCU Wealth Management offers access to a wide range of various investment and insurance programs.
For people new to investing and financial planning services, figuring out where to begin or what questions to ask a financial advisor can be tough. That’s why it’s so important to find a financial advisor who understands your needs.
Your financial advisor should be someone who is not only well-versed in financial products and services, but who is also qualified and familiar. What’s more, your financial advisor should take a holistic view of your financial picture and help you devise a program in line with your investing goals, timeline and tolerance for risk.
Jeffrey Hamm, is specially qualified to provide Navigator members with professional financial planning assistance. Jeff is Vice President for NCU Wealth Management and is also a Registered Representative with LPL Financial, which offers a full range of investment products, variable insurance products and securities programs.
A lifelong resident of the Gulf Coast area, Jeff earned a B.S. degree in Finance from the University of South Alabama. He has been serving the members of Navigator for 17 years and is part of the CBSI Senior Advisor Leadership Team*.
Jeff is committed to helping Navigator members steer through the challenges of the financial life cycle, which includes preserving assets, seeking to increase net worth and managing wealth. To arrange a complimentary, no cost, no obligation initial consultation, call Jeff at 228-474-3427. Check the background of this investment professional on FINRA’s BrokerCheck.
For most people, pursuing and maintaining financial strength is a lifetime pursuit. It involves planning, preparation, performance and follow-through. That is why the NCU Wealth Management Program provides a collection of preservation and asset accumulation products that can help you pursue your personal financial objectives.
As NCU Wealth Management representatives, we are qualified to provide professional assistance, quality financial products and dependable service. So whether you are saving for a home, providing a college education or planning for a comfortable retirement, our team of dedicated career professionals can work with you to provide the information you need on a variety of services and products. Check the background of this investment professional on FINRA’s BrokerCheck.
Our goal is to be your trusted guide through life’s financial journey...
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Call today and start your journey.
*Members of SALT were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
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. Navigator Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management and may also be employees of Navigator Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigator Credit Union or NCU Wealth Management. 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
May Lose Value
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.