Fremont Bank’s Investment Program Awarded for Outstanding Performance in Investment Services

Bank receives 2013 Gold Pinnacle Award for its growth and excellent service to San Francisco Bay Area

FREMONT, Calif., – September 15, 2014 – Fremont Bank announced that its investment services division, FB Financial Services, with registered representatives affiliated with broker dealer and Registered Investment Adviser Sorrento Pacific Financial, LLC (SPF) received the 2013 Gold Pinnacle Award, at SPF’s “Powered by Passion” 2014 Annual Conference, recently held in San Diego, California.
 
The award recognizes the significant growth and service excellence of a financial institution’s investment and insurance program throughout the year. In 2013, Fremont Bank’s Investment programs lead the way in overall revenue.
 
The team at Fremont Bank was able to strengthen its program and generate additional revenue by delivering investment, insurance and retirement planning services to the bank’s client base in the San Francisco Bay Area. “We are honored to win the Gold Pinnacle Award and earn such acclaim for our team’s efforts,” said Oscar Harrison, Vice President of Wealth Management. “This recognition is testament to their stellar customer service and expert investment knowledge. Fremont Bank clients can feel proud that they are working with some of the best in the industry.”
 
The annual awards are presented by SPF as a way to recognize outstanding investment and insurance programs for their dedication to high standards, commitment to superior service and outstanding performance that helps each organization meet and exceed its goals.
 
About Fremont Bank 
Fremont Bank (www.fremontbank.com) is a leading retail and commercial bank, California mortgage lender, award-winning top philanthropic business and consistently ranks in Bay Area News Group’s “Top Bay Area Workplaces.” Founded in 1964, Fremont Bank is one of the oldest independent family-owned and managed banks in the state and focuses on personalized service for clients. It has 18 branches across the counties of Alameda, Contra Costa, Santa Clara, San Francisco, and Monterey with loan production offices in Sacramento and Los Angeles counties. Find Fremont Bank on Facebook at www.fb.com/FremontBank and on Twitter at @FremontBank
 
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors.  Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.
 
About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers.  For more information, see www.cusonet.com or www.sorrentopacific.com.
 
9/15/2014 11:42:17 AM | with 0 comments
Filed under: Awards, Investment Services
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