When it comes to planning your future, working with a financial investment professional can provide the insight and guidance needed to pursue your goals. American Eagle Investment Services gives you access to various financial products and services through our affiliation with LPL Financial.
The decision to invest is simple, but deciding how and where to invest can be a challenge. We'll help you understand your choices, and take these important steps.
Diane Brett, MBA, LPL Investment Advisor Representative, has 35 years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7, 24, and 65 registrations held with LPL Financial. She also holds a Connecticut Life Insurance and Variable Contracts License.
Diane's experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security. She graduated with a Bachelor of Science degree in Finance and received her Masters of Business Administration (MBA) from the University of Connecticut.
Diane is based at American Eagle Financial Credit Union, 361 Main Street, East Hartford. She serves clients at the following branches: East Hartford, Manchester, and Vernon. To schedule a complimentary financial consultation, contact Diane at 860.569.5550, ext. 5381, toll-free at 800.842.0145, ext. 5381, or firstname.lastname@example.org.
Award 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 on the final list of Five Star Wealth Managers.
Elizabeth Lott, LPL Investment Advisor Representative, has 16 years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7 and 66 registrations held with LPL Financial. She also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.
Elizabeth is committed to offering you the level of attentive service and informed guidance that you have come to expect from American Eagle Investment Services. She graduated with a Bachelor of Science degree in Insurance and Finance from the University of Hartford.
Elizabeth is based at American Eagle Financial Credit Union, 201 Elm Street, Enfield. She serves clients at the following branches: Avon, Bloomfield, Enfield, Glastonbury, South Windsor, and West Hartford. To schedule a complimentary financial consultation, contact Elizabeth at 860.569.5550, ext. 5845, toll-free at 800.842.0145, ext. 5845, or email@example.com.
David Meade, LPL Investment Advisor Representative, has 25 years of experience in the financial services industry. David holds FINRA Series 24, 7, 63, 65, 51 registrations with LPL Financial. He also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.
David's experience includes all aspects of financial planning and investment management, including retirement planning, David looks forward to working with clients to reach their goals. David graduated from the University of Connecticut with a Bachelor of Arts in Economics.
David is based at American Eagle Financial Credit Union, 4 Hammerhead Place, Cromwell. He serves clients at the following branches: Cromwell, Newington, North Haven, Plainville, and Southington. To schedule a complimentary financial consultation, contact David at 860.569.5550, ext. 5850, toll-free at 800.842.0145, ext. 5850, or firstname.lastname@example.org.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using American Eagle Investment Services, and may also be employees of American Eagle Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of American Eagle Financial Credit Union or American Eagle Investment Services. The American Eagle Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, FL, NY, OK, TX and VT. Securities and insurance offered through LPL or its affiliates are:
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Get in touch with a Representative
You'll need the following information to get started:
If you opened your account in a branch, you will have a purple card with your Account Number written on the back in your opening package.
If you opened your account online, a confirmation page would have been presented with a link containing your Account Number.
If you cannot find your Account Number, please call our Member Contact Center at 800.842.0145 and be prepared to answer security questions and provide your ID.
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