SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - MIKE MASHKOURI
Virtual
(800) 462-8328, ext. 4116, option 2
mmashkouri@schoolsfirstfcu.org
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Mike Mashkouri is a graduate of California State University, Fullerton, where he earned his bachelor’s degree. He has worked in the financial services industry since 2010 and holds his Series 6, 7, 63 and 66 licenses with LPL Financial, along with his California Life and Health insurance licenses.
Mike is passionate about helping Members plan for their financial future with confidence. He takes the time to understand each Member’s unique goals, risk tolerance, time horizon and priorities so he can help them explore options that support their long-term financial well-being.
He enjoys providing education and perspective that help Members feel informed and comfortable with their financial decisions. Mike believes that thoughtful planning starts with listening, understanding what matters most and helping each Member stay focused on the bigger picture.
What sets Mike apart is his commitment to service. He believes in making a difference by putting Members first, building trust and creating a supportive experience through every interaction.
Outside of work, Mike enjoys traveling with his family, trying new foods, staying active, and spending time cooking.
CA Insurance License 0J10141
Mike Mashkouri is a financial advisor with, and securities and advisory services are 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. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.