Investment Services

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Investment Services

Non-commissioned Financial Consultants with your best interests in mind.

The investment climate has never been more exciting or more challenging than it is today. Now more than ever, you demand – and deserve – professional advice and guidance, and the convenience of receiving comprehensive products and services from a single trustworthy source.

Want to know more? Visit the SAG-AFTRA Financial Services website or call us toll-free at 1-800-826-6946.

Christine Stern, Financial Consultant
Assistant Vice President

Financial Services Group
Wilshire branch on Monday and Friday; Sherman Oaks on Tuesday, Wednesday & Thursday
(818) 562-3543
christine.stern@lpl.com
CA Insurance Lic No. 0C27085


 

“Five Star Wealth Manager” in Los Angeles Five Years in a Row*

*The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Year 2012/2013/2014/2015 Five Star Wealth Managers.

As a full-service brokerage office, our representatives understand your needs and can help you understand which investment products are most appropriate for your situation. We offer an assortment of quality, non-proprietary investments including:

  • Managed asset plans - professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • Cash flow analysis - for everyday budgeting
  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - an investment strategy to help you meet all of your retirement goals
  • Estate Planning - preserve the maximum amount of wealth possible for your beneficiaries

Call or e-mail us for a no-obligation appointment to learn more about these topics or other areas of investing.

Logon to your LPL Financial Investment Account

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, MO, NJ, NV, NY, OR, PA.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. The investment products sold through LPL Financial are not insured by SAG-AFTRA Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the SAG-AFTRA Federal Credit Union and not endorsed, recommended or guaranteed by SAG-AFTRA Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Financial Services Group consultants are employees of SAG-AFTRA Federal Credit Union and are registered representatives with LPL Financial. SAG-AFTRA Federal Credit Union and SAG-AFTRA Financial Services Group are not registered broker/dealers and are not affiliated with LPL Financial. Christine Stern, CA insurance license 0C27085.

 

Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.