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TJ Tuan Le


TJ Tuan Le
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
tle@trumark.org
TJ is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.

Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

TJ joined TruMark Financial Investor Services in May 2013, and has over 17 years of experience in the financial services industry.

He earned a Bachelor’s degree in Economics from Pennsylvania State University. He holds a Series 7 General Securities registration, Series 65 and 63 registrations, Series 24 General Securities Principal registration through LPL Financial and Life, Accident, and Health Insurance Licenses. TJ is Securities Licensed in DE, FL, NJ, and PA.

Financial planning offered through LPL Financial, a registered investment advisor.
Charles McCue


Charles McCue
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
cmccue@trumark.org
Charles is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.

With over 25 years of experience in the financial services industry, Charles offers comprehensive knowledge of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

He earned a Bachelor’s degree from Villanova University. He holds a Series 6 and 7 General Securities registration, Series 63 and 65 registrations, through LPL Financial and Life, Accident, and Health Insurance Licenses. Charles is securities licensed in DE, FL, MD, NJ, and PA.

Charles lives in the Greater Philadelphia area where he was born and raised.
Wolfgang Hein


Wolfgang Hein
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
whein@trumark.org
Wolfgang is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial.

With over 30 years of experience in the financial services industry, Wolfgang offers customized financial services to meet our members’ financial goals. He lends his experience regarding comprehensive financial applications in areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

He earned a Bachelor’s degree from Temple University. He holds a Series 7 General Securities registration, Series 63 and 65 registrations, Series 24 General Securities Principal registration through LPL Financial and Life, Accident, and Health Insurance Licenses. Wolfgang is Securities Licensed in DE, FL, NJ, NY and PA.
John Fair


John Fair
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
jfair@trumark.org
John Fair is an Assistant Vice President for TruMark Financial and Financial Consultant with LPL Financial. For more than sixteen years he has been serving financial institution clients and members. John works closely with members to help plan and prepare for their financial goals.

In helping clients reach their financial well-being, John uses a consultative approach to make sure the client is receiving the right recommendations. His areas of expertise include strategic investment planning, retirement planning, life and long term care insurance. John has the following securities licenses, Series 4, 7, 63, 66, and is registered in the following states AZ, DE, FL,
GA, MD, NC, NJ, PA, SC, and VA. His insurance licenses include life, accident and health. He is a graduate of Florida Atlantic University with a bachelor’s degree in accounting.

John is an active supporter of St. Jude Children’s hospital. He attends several events each year to raise money for kids with cancer. John lives in Philadelphia suburbs and enjoys fishing, golf and taking in an occasional Phillies and Eagles game.
Investor Services at TruMark Financial provides members a full range of financial products, including:
• Investment planning
• Retirement planning 
• IRAs
• Annuities
• Stocks  
• Life insurance
• Wealth transfer
• Mutual funds 
• Long-term care insurance
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IMPORTANT DISCLOSURES

Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Investor Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured TruMark Financial Credit Union deposits and are not NCUA insured. These products are not obligations of TruMark Financial Credit Union and are not endorsed, recommended or guaranteed by TruMark Financial Credit Union or any government agency. The value of the investment mayfluctuate, the return on the investment is not guaranteed, and loss of principal is possible. MK 562 10/17

 

This communication is strictly intended for individuals residing in the state(s) of DE, FL, MD, NJ and PA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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