Micki Florinchi
Assistant Program Manager
CUSO Financial Services, L.P.
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About Micki
Micki Florinchi has committed over two decades to supporting the investment services department available through CFS* and helping clients plan for their future. As the investment services assistant program manager, Micki assists CFS* advisors with compliance issues, trains new CFS* investment team members, reports to executives and leads the investment champion program in our offices.
“The best part of my job is building relationships with clients,” says Micki. “I love being able to watch as they are able to retire in the way they have always dreamed.”
Before joining Consumers, Micki worked at a separate financial institution for nearly a decade. She also spent a couple years teaching 4th and 5th grade in the Detroit area after obtaining her degree in early childhood education from Western Michigan University. She followed this up by becoming Series 6 licensed in 2002 and obtaining her Series 7 license in 2005. In her spare time, Micki enjoys crocheting, reading and travelling—especially to Disney! Her long-term goal is to build the investment services department into a top tier program with more than $1 million in revenue.
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
*Registered Representatives 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.
