Julianna Chance_Headshot_570x570

Julie Chance

Senior Client Service Coordinator

CUSO Financial Services, L.P.

at Nusenda Credit Union

Check the background of this investment professional on FINRA BrokerCheck

Julie Chance is a senior client service coordinator at Nusenda Credit Union. She has worked in the financial industry for over 20 years. As a first point of contact, she enjoys helping people and making meaningful connections with our financial advisors within the Investment Services Team.

Julie is a native New Mexican, born in Las Cruces, NM, and has resided in Albuquerque since 1980. She enjoys working in our diverse community.

Julie is a Registered Representative with CUSO Financial Services, L.P. and has the following securities and insurance licenses:

  • Series 7 -General Securities Representative
  • Series 65/66 – Investment Advisor Representative
  • State of New Mexico Insurance License

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.