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Aaron Zachary Futral

Credit Union Investment Services

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About Aaron Zachary Futral

Aaron Futral is a financial advisor with Credit Union Investment Services in Kinston, North Carolina. Aaron has been in the securities industry since 2016. Aaron is registered with the state of North Carolina as an investment advisor representative and broker. Aaron is also a registered representative with FINRA. Aaron has Series 6, Series 63 and Series 65 licenses and the SIE. In addition to his work at Credit Union Investment Services, Aaron is also a financial advisor for State Employees’ Credit Union and SECU Life Insurance Company. Aaron is committed to helping his clients achieve their financial goals.

Firm Information

Aaron Futral is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Futral’s Registration & Firm History

NC

10/24/2016 - Present

Credit Union Investment Services (Kinston NC)

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Licenses & Designations

IA

Issued 10/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Zachary Futral.
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