Southern Energy Investment Services

Southern Energy Investment Services Dedicated to providing sound financial advice to the members of Southern Energy Credit Union. www.finra.org, www.sipc.org.

We provide access to a range of products and services that can be tailored to your unique needs. 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. APCO Employee CU and APCO Investment Services are not registered as a broker-dealer or

investment advisor. Registered representatives of LPL offer products and services using APCO Investment Services and may also be employees of APCO Employee CU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of APCO Employee CU or APCO Investment Services. Securities and insurance offered through LPL, or its affiliates are:

· Not Insured by NCUA or Any Other Government Agency
· Not Credit Union Guaranteed
· Not Credit Union Deposits or Obligations
· May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. 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.

12/25/2025
It was great to partner with Southern Company for the Bite of Reality Financial Literacy Workshop!
11/14/2025

It was great to partner with Southern Company for the Bite of Reality Financial Literacy Workshop!

We had a great time presenting to the U.S Women in Nuclear at Southern Nuclear today!
11/10/2025

We had a great time presenting to the U.S Women in Nuclear at Southern Nuclear today!

10/20/2025

I’ve observed three common and significant retirement planning mistakes people make that can derail their dreams. The good news? Even mistakes can be corrected.

10/01/2025

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

09/10/2025

Why Estate Planning Matters

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insur...
09/04/2025

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

09/03/2025

Caring for aging parents, raising your own children, while also planning your own retirement?

Let's work on a comprehensive financial plan that works for you and your family!

Stephen Martin, CFP®, CRPC®️, AWMA®️
Financial Advisor
Southern Energy Investment Services
Located at Southern Energy Credit Union
750 17th Street North
Birmingham, AL 35203
Phone: 205-226-6866
[email protected]

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/01/2025

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

08/27/2025

Already retired or planning ahead? I would love the opportunity to meet and discuss retirement planning with you.

Booking an appointment is easy.
https://go.oncehub.com/StephenMartin

Stephen Martin, CFP®, CRPC®️, AWMA®️
Financial Advisor
Southern Energy Investment Services
Located at Southern Energy Credit Union
750 17th Street North
Birmingham, AL 35203
Phone: 205-226-6866
[email protected]

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education? A 2013 Cambridge University study fo...
08/26/2025

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?

Address

750 17th Street N
Birmingham, AL
35203

Telephone

+12052266866

Website

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