Investment Services Appointment Request - Wheelhouse Credit Union

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Debit Rewards. Earn reward points for every qualifying transaction made with your Wheelhouse Visa Debit Card. LEARN MORE. Copyright 2024 Wheelhouse Credit Union. Federally insured by NCUA.

^* Debit Rewards Points are earned each time you use your Wheelhouse Credit Union Visa^® Debit Card on qualifying Non-PIN based point-of-sale (POS) transactions. Qualifying Non-PIN based POS transactions include debit transactions, contactless payments, card swipes, and signature-based transactions. Cash advances and ATM transactions are not considered qualifying transactions. All reward points will post to your account upon verification of qualifying transactions. For every qualified three dollars ($3.00) charged to the cardholder’s enrolled debit card, you will earn one (1) reward point. Log in to Digital Banking to view and redeem points. For a complete list of qualifying categories, visit WheelhouseCU.com/BonusRewards. Contact the Cards & Operations Department at (619) 297-4835 with disputes regarding qualifying transactions.

Other terms, conditions, and restrictions may apply. Membership is required.

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Wheelhouse Investment Services

Schedule a No-Obligation In‑Person or Telephone Meeting

Carlos Carillo

Carlos Carrillo

LPL Financial Advisor
CA Insurance Lic. #0805467

Check the background of the investment professional on FINRA’s BrokerCheck.

Carlos Carillo is a registered representative 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. Wheelhouse Credit Union and Wheelhouse Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wheelhouse Investment Services, and may also be employees of Wheelhouse Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wheelhouse Credit Union or Wheelhouse Investment Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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.

Wheelhouse Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Wheelhouse Credit Union for these referrals. This creates an incentive for Wheelhouse Credit Union to make these referrals, resulting in a conflict of interest. Wheelhouse Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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