Security Federal Investment Services was established in December of 2016. Since then Financial Advisors Jacqueline Romero and Charles Vergara have been helping Security Federal Investment Services clients to set and work toward financial goals.
Are you ready to make a plan for your financial future? If so, Jacqueline or Charles would love to help you with your plan!
Jacqueline lives in Lafayette and has an associate’s degree from Ivy Tech and a Bachelor of Science degree in Financial Counseling and Planning from Purdue University.
Charles also lives in Lafayette and is a Purdue alumnus, having also earned a Bachelor of Science degree in Financial Counseling and Planning. They have both earned the FINRA Series 7 and 66 licenses, as well as state life and health insurance licenses. As licensed financial professionals, they are here to help build financial plans to fit your unique goals. We know you will be impressed with the services they provide.
Call 574-722-6261 or send an email to firstname.lastname@example.org to schedule an appointment with Jacqueline or Charles today! Ask about our complimentary financial checkups.
Security Federal Investment Services is a division of Security Federal Savings Bank (SFSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, thedepository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and SFSB are not affiliated. Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.