Two Top SPF Advisors at Fremont Bank Awarded for Excellent Performance in Investment Services

Adam NietoSusan Lyle

Adam Nieto joins elite inaugural Hall of Fame and Susan Lyle is recognized for outstanding performance with investment program’s broker dealer.

FREMONT, Calif. – September 15, 2014 – Fremont Bank, a leading full-service community bank in California, announced today that executive financial advisor Adam Nieto and financial advisor Susan Lyle were recognized and honored by Sorrento Pacific Financial, LLC, for their contributions to the investment services industry last month.
 
Nieto, a registered financial advisor affiliated with broker dealer and Registered Investment Adviser Sorrento Pacific Financial, LLC (SPF), was recognized for his abundant contributions to the investment services industry by being inducted into SPF’s inaugural 2014 Hall of Fame. The ceremony was held as a part of the “Powered by Passion” 2014 Annual Conference held by SPF and its sister company CUSO Financial Services, (CFS) in San Diego, CA. 
 
Nieto joined eight other individuals inducted into the 2014 Hall of Fame. “Our Hall of Fame inductees have such a passion for what they do, extraordinary levels of experience and tremendous successes,” said CFS/SPF President and CEO Valorie Seyfert.
 
To be eligible for induction, advisors had to have ranked as a Gold Pacesetter by reaching set levels of production for at least ten years, or to have been the top SPF or CFS advisor of the year at least once.  Nieto has achieved Gold Pacesetter level production for three years and was the top SPF advisor in 2013.
 
At this same conference, Susan Lyle, a financial advisor affiliated with broker dealer and Registered Investment Advisor SPF earned the 2013 Silver Pacesetter award. The award honors the top producing registered representatives among hundreds of CFS and SPF credit union and bank programs.
 
Susan was credited with generating significant revenue while providing high quality investment and retirement planning services to Fremont Bank clients. She has served the bank for 8 years.
 
“We’re proud to see both Adam and Susan recognized for their accomplishments and continued excellence in service they provides to our clients,” said Oscar Harrison, Vice President of Wealth Management Services. In a crowded industry, both advisors have established themselves as a professional of the highest caliber with knowledge, experience, and commitment to quality customer service.”
 
The annual awards are presented by CFS and SPF as a way to recognize top advisors for their dedication to high standards, commitment to superior service and outstanding performance in delivering investment services to clients. 
 
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 nearly 200 credit unions and banks 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 11:49:54 AM | with 1 comments
Filed under: Awards, Investment Services, News
Comments
Noah Wilson
In general, banks will continue to invest in technologies that give them a competitive advantage and that enable them to reach the modern consumer. As such, banks should consider the financial, regulatory, security, and service issues at play in the new digital economy and secure third party expertise.
4/16/2016 1:21:33 AM

Leave comment

(will not be published)


 Security code