About Us » Press Releases » Local Credit Union Financial Advisor Joins Elite Group

Local Credit Union Financial Advisor Joins Elite Group

Terry Colen Named to CUNA Mutual Group President’s Council

03/06/2008

Winston-Salem, NC – (March 6, 2008) Terry Colen, a Financial Advisor at Truliant Federal Credit Union, registered through CUNA Brokerage Services, Inc. (CBSI) has been recognized as a President’s Council performer by his company and CUNA Mutual Group, which sponsors the CUNA Brokerage Services program.

CBSI utilizes face-to-face Financial Advisors to help credit unions meet member retirement, investment and insurance needs. Working onsite at credit unions, Financial Advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.

President's Council is the highest recognition a Financial Advisors licensed through CUNA Brokerage Services can achieve. “It's an exclusive, elite group,” said Jeff Post, CUNA Mutual president and CEO. “CUNA Mutual has a performance-based culture, and the honor and exclusivity of qualifying for President’s Council is reserved for the absolute best of the best.

Terry Colen, CRPC ® is a VP Financial Advisor, Trust Liaison Officer and a Chartered Retirement Planning Counselor at Truliant Federal Credit Union. He graduated from California State University at Long Beach in 1985, receiving dual Bachelor of Science degrees in both Marketing and Finance. He has worked for over 20 years in the financial services industry as a mutual fund specialist, stock broker and registered investment advisor representative and currently holds FINRA/NASD licenses series 6, 7, 63, 66 and variable life/life licenses in the states of North Carolina, South Carolina, Virginia, Florida, Texas and California.

“I am very excited to be part of such an elite group of advisors,” said Colen who works out of Truliant’s Harris Boulevard location in Charlotte, NC. “Over the years I have helped a lot of people meet their financial goals and Truliant has really enabled me to be successful by focusing on our member-owners complete financial needs. Because I am paid a flat salary and don’t have to worry about commissions, I can truly focus on what is best for the client without the added pressure of meeting sales goals. Our relationship with CUNA offers me a wide range of best in class products that allow me to make sure I am always doing what is truly best for our member-owners and their future.”

CUNA Brokerage Services provides Broker Dealer services to nearly 400 credit unions nationwide, which offer a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.

CUNA Mutual Group is the leading provider of financial services to credit unions and their members worldwide. More information on the company is available on the company’s Web site at www.cunamutual.com.


Contact Information
Ryan Shell
336-408-2176
marketingrequests@truliantfcu.org

2011 News

Truliant Employees Celebrate National Credit Union Day

2010 News

High Schoolers Open Student-Run Credit Union Powered by Truliant

Truliant Federal Credit Union Presents Mini-Grant Session

Truliant Federal Credit Union Will Hold Community Mini-Grant Session

Truliant Federal Credit Union To Hold Mini-Grant Reception

Truliant Federal Credit Union To Hold Mini-Grant Session

Truliant Federal Credit Union Will Hold Community Mini-Grant Session

Credit Union Sees 16% Increase In Closed Mortgages In March

$1.3 Billion Truliant Federal Credit Union Selects Open Solutions' Enterpise-Wide Relational Data Processing Platform

Truliant Gains 3,000 Facebook Fans In Less Than 48 Hours

Truliant To Give Away $1,000 With Facebook Promotion

Truliant Gets Social With New Social Media Initiative

Truliant Gets Social With New Social Media Initiative

Credit Union Offers Free Income Tax Assistance Site

Credit Union Offers Free Income Tax Assistance Site

2009 News

$1 Million In Change Saved

Brim Appointed to Truliant Board of Directors

Survey Indicates Consumer's Confidence is Lacking in Economy

Truliant Helps Nonprofits During Tough Economic Times

Truliant Protects Its Member by Having Opt-In Overdraft Protection

Reliford Named New Member Financial Manager at Truliant Federal Credit Union

Murray Named New Member Financial Manager at Truliant Federal Credit Union

Truliant Federal Credit Union Implements Finance Works

Credit Union Sees 32% Increase in Closed Mortgages in June

Truliant FCU Sponsors 2009 National Black Theatre Festival

Emily Perkins Promoted to Member Financial Center Manager

Truliant Grant Workshop will also cover Recovery Act Grant Opportunities

TRULIANT FEDERAL CREDIT UNION OPENS NEW WYTHEVILLE MEMBER FINANCIAL CENTER

CREDIT UNION PARTNERSHIP WITH FORSYTH TECHNICAL COMMUNITY COLLEGE GAVE STUDENTS THE OPPORTUNITY TO “GET PAID TO INNOVATE”

Ricketson Named New Senior Business Services Officer at Truliant Federal Credit Union

Truliant Federal Credit Union to Hold Mini-Grant Workshop

Credit Union Survey Indicates How Economy is Affecting Consumers' Spending Habits

TRULIANT FEDERAL CREDIT UNION TO HOLD MINI-GRANT SESSION

TRULIANT FEDERAL CREDIT UNION TO HOLD MINI-GRANT SESSION

Credit Union Partnership with Forsyth Technical Community College Gave Students the Opportunity

Credit Union Partnership with Forsyth Technical Community College Gives Students the Opportunity

Truliant FCU and Digital FCU Use fiVISION's Cross-Sell Module to Meet Member Needs

President of Truliant Subsidiary Elected to Members Development Company Board of Directors

Truliant Campaign Shines Again with National Awards

Truliant Provides Free Income Tax Assistance Service

Willsey Named New VP of Business Services at Truliant Federal Credit Union

Truliant Presents Financial Literacy during the King Celebration

Truliant FCU Solves the Mystery of Credit Reports at the 14th Annual Black History Month Business Expo

Truliant Federal Credit Union Opens New Greensboro Member Financial Center

2008 News

Truliant Federal Credit Union's Director of Security Among the Top 25 in the Industry

Clinton Appointed as an Associate Director of Truliant Federal Credit Union

GRANT HELPS CREDIT UNION OFFER SPECIAL BUSINESS EDUCATION PROGRAM FOR ENTREPRENEURS

Credit Union Sees 22% Increase in Closed Mortgages in September

Truliant Federal Credit Union Presents Local Nonprofits with a Community Mini-Grant

Truliant Federal Credit Union Presents Local Nonprofits with a Community Mini-Grant

Truliant Gives Financial Boost to 31 Nonprofit Agencies

Credit Union Launches New Fuel Efficient Auto Loan

Credit Union Sees 51% Increase in Closed Mortgages in June

Ginger Salt Selected to Join Filene’s i3 Group

Survey Shows High Gas Prices are Changing how Business Gets Done

Truliant FCU Honored With Two National Telly Awards

Truliant Federal Credit Union Board Member Clyde Padgett Wins Mark of Excellence Award

Credit Union to Open Second Location in Greensboro, NC

Truliant Federal Credit Union Awards 11 Scholarships

Truliant Highlights Difference in New Ad Campaign

Truliant Celebrates National Credit Union Youth Week

Tax Refund / Rebate Check Survey

Kielbasa Named New VP Of Member Contact Center

Truliant Federal Credit Union Employee To Receive Women Of Vision Award

Truliant Gives $2,500 Scholarship As Part of Ninth Annual Spanish Nite Scholarship Awards Presentation

Local Credit Union Financial Advisor Joins Elite Group

Truliant sets new standards by opening on President's Day and offering a .25% certificate rate increase

2006 News

Local High School Students on the Job at Truliant Federal Credit Union

Equal Housing Lender
Non Deposit Investment Policy
Copyright © 2012 Truliant Federal Credit Union. All rights reserved. Truliant is a registered trademark of Truliant Federal Credit Union. Truliant is federally insured by the National Credit Union Administration.
NCUA - How your funds are insured.