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INVEST Financial Corporation Signs ORNL Federal Credit Union

Stocks in this article: PUK

INVEST Financial Corporation ® (INVEST) today announced it will provide brokerage and investment services for ORNL Federal Credit Union, based in Oak Ridge, Tenn. Established in 1948, members of ORNL Federal Credit Union account for more than $1.4 billion in assets.

“We are pleased to welcome ORNL Federal Credit Union into our growing network of financial institutions,” said Steve Dowden, president and CEO of INVEST Financial Corporation. “INVEST will provide customized operations support as well as innovative technology platforms for ORNL Federal Credit Union. We are confident our industry experience and customer service will allow us to build a lasting relationship with this organization.”

INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings ® (NPH ®), one of the largest independent broker-dealer networks in the industry. INVEST was the first broker-dealer to conduct a securities trade in a bank lobby and has remained an industry leader in providing brokerage services for financial institutions for 30 years.

“INVEST shares our passion for promoting efficiency, innovation and premium customer service throughout our organization, and they have the tools we need to succeed,” said Melodie Godfrey, executive vice president of ORNL Federal Credit Union. “We trust this relationship with INVEST will allow us to continue to grow, while providing exceptional service to our clients.”

Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit www.investfinancial.com.

About INVEST Financial Corporation

INVEST Financial Corporation ( www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc. ® (NPH ®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla. NPH is an affiliate of Jackson National Life Insurance Company ® (Jackson ®, www.jackson.com), one of the largest life insurance companies in the United States.

Securities, related services, and insurance products offered through INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies, are not FDIC or NCUA insured; are not deposits of, obligations of, or guaranteed by any bank or credit union; and, are subject to investment risk, including the possible loss of principal amount invested.

INVEST and ORNL Federal Credit Union are independent entities.

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