Y-12 Federal Credit Union, through Financial Security Services, Inc., offers a full range of insurance, investment and financial planning services. Financial Consultants David Osborn and Lee Nickle have over a quarter of a century of combined experience providing financial planning and investment services to individuals and business. David holds the series seven and series sixty- three securities licenses with the State of Tennessee and the National Association of Securities Dealers. Lee holds the series six, seven, twenty- four and sixty-three securities licenses with the state of Tennessee and the National Securities Dealers. Both are licensed with the State of Tennessee Insurance Department in Life, Health, Property, Casualty and Annuity.
You can contact David at 865-481-4964 or Lee at 865-481-0846 Monday through Friday from 8:30 a.m. to 5:30 p.m. Or you can or e-mail
our I&I Department to set up an appointment.
- These products are NOT insured by NCUA, are NOT deposits, are NOT obligations of, or guaranteed by Y-12 Federal Credit Union and are
subject to investment risks. Investment risk includes possible loss of the principal amount invested.
- Securities transactions are executed through Financial Security Services, Inc.