Broker-dealer INVEST Financial Corp. said it has signed on the $2.2 billion Affinity Federal Credit Union to provide the cooperative with brokerage and investment services.
The Basking Ridge, N.J.-based credit union is the latest to join INVEST, which currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide, the company said.
“We trust this relationship with INVEST will allow us to increase productivity, utilize advanced technology solutions and ultimately, continue to grow,” said Donna LoStocco, senior vice president of member experience for Affinity FCU.
Based in Tampa, INVEST is a subsidiary of National Planning Holdings, an independent broker-dealer networks and an affiliate of Jackson National Life Insurance Co., a provider of retirement solutions.
Affinity FCU serves 135,000 members.
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