Wealth Management
settingsAt MidSouth Community FCU, we are committed to helping our members establish good financial management skills. Taking control of your personal finances can be a difficult task, but being armed with the right information is vital to accomplish that goal. Without financial goals and specific plans for meeting them, we may drift along and leave our future to chance.
Regardless of your age or stage in life, it is essential to take control of your finances. We want to help. A representative of MidSouth Financial Consultants is onsite to assist with our members’ various financial needs.
MidSouth Financial Consultants provides initial consultation on retirement planning, college savings, investment options, estate planning, insurance solutions, and other wealth management services at no cost or obligation.
Through our broker-dealer Kovack Securities, Inc., the financial professionals of MidSouth Financial Consultants can deliver our members a complete range of financial products and services that help meet the demands of today’s marketplace.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Mark C. Trawick and Christopher B. Trawick are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training. MidSouth Financial Consultants and MidSouth Community Federal Credit Union are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve, nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
NOT FDIC/NCUA INSURED – NO BANK GUARANTEE – MAY LOSE VALUE
The Form CRS is located at:
Financial Education
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Additional Accounts and Services
Since 1936, MidSouth has remained dedicated to serving our communities, with a special nod to education and learning.
