CUSO Financial Services, a San Diego-based third-party marketing firm, has implemented broker-dealer services and back-office support for TruMark Financial Credit Union, one of the largest credit unions in Pennsylvania.
TruMark switched its 10-year investment program from another broker-dealer, a spokesperson for CFS said in an e-mail message. The credit union was looking to expand the program and gain more management control over aspects of its investment business, according to CFS.
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