DFCU-CFS Financial Advisor Honored for Extraordinary Service to

Peggy Richard
313.322.8239
[email protected]
FOR IMMEDIATE RELEASE
DFCU-CFS Financial Advisor Honored for Extraordinary Service to Investment Clients
Brad Sova joins elite group of individuals inducted into inaugural Hall of Fame with investment
program’s broker dealer
DEARBORN, MI - September 2014 – DFCU Financial announced Senior Financial Consultant Brad
Sova, a registered investment representative affiliated with broker dealer and Registered Investment
Adviser CUSO Financial Services, LP (CFS), was recognized and honored for his abundant contributions
to the investment services industry by being inducted into CFS’s inaugural 2014 Hall of Fame. The
ceremony was held as part of the “Powered by Passion” 2014 Annual Conference held by CFS and its
sister company Sorrento Pacific Financial, LLC (SPF) in San Diego, CA. Sova joined eight other
individuals inducted into the 2014 Hall of Fame.
According to CFS, induction into the Hall of Fame identifies Sova and other inductees as an elite group
of high-caliber professionals. To be eligible for induction, advisors had to have ranked as a Gold
Pacesetter by reaching set levels of production for at least ten years, or to have been the top CFS advisor
of the year at least once. Sova has achieved Gold Pacesetter level production for 12 years and has ranked
as the Top CFS Rep of the year once. In addition to his Hall of Fame induction, Sova was also recognized
as a 2014 Gold Pacesetter for his success in 2013.
“Our Hall of Fame inductees have such a passion for what they do, extraordinary levels of experience,
and tremendous successes,” said CFS/SPF President and CEO Valorie Seyfert. “Brad and the other
inductees exemplify the pinnacle of the investment services industry. We are so thankful for their stellar
service to clients, and are proud to recognize them with this honor.”
The DFCU investment services program has served the Ann Arbor and Detroit, Michigan communities
for 13 years. Sova has worked in the financial services industry for 18 years and has served DFCU’s
members and investment clients for 12 years. In addition to Sova, the credit union has 8 other advisors
providing investment services.
“Brad is absolutely deserving of this award. He has been a steadfast and talented force in our industry,”
said DFCU Financial Partners President Jim Badge. “We are so proud to have award-winning advisors
and customer service champions like him leading our investment team, and we are glad to see his hard
work honored in this way.”
Sova holds his Chartered Retirement Planning Counselor (CRPC) designation, and Insurance, Variable
Contracts and FINRA Series 7, Series 24, Series 4, Series 52, Series 63, and Series 66 licenses.
DFCU Financial is Michigan’s largest credit union with more than $3.6 billion in assets. DFCU Financial
pays its’ clients the largest Cash Back reward of all credit unions with more than $157 million issued
since 2006. A strong community partner, DFCU Financial continually reinvests in its membership with
new branches and financial literacy education for all ages. DFCU Financial currently operates 24 fullservice branches in Detroit, Ann Arbor, Grand Rapids and Lansing. For more information, call
888.336.2700 or visit dfcufinancial.com.
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial
LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial
institutions throughout the country. Headquartered in San Diego, with branch offices and licensed
representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise
in key areas including retirement services, wealth management, and fee-based and insurance products for
both individuals and business customers. For more information, see www.cusonet.com or
www.sorrentopacific.com.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P.
(“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA
www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through
CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may
involve investment risk including possible loss of principal. Credit unions and banks contract with
CFS/SPF to make non-deposit investment products and services available to credit union members or
bank clients.
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