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Adam Wardwell Mark

Credit Union Investment Services

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About Adam Wardwell Mark

Adam Mark is an Investment Advisor Representative with Credit Union Investment Services, a firm with 253 investment advisor representatives. Adam is registered in North Carolina and holds the Series 6, Series 63, Series 65, and SIE licenses. Adam is a specialist in Mutual Funds, Variable Annuities, and Retirement Plans. Adam has been working in the financial services industry since October 15, 2017. In addition to working for Credit Union Investment Services, Adam also works for State Employees' Credit Union, SECU Life Insurance Company, and Members Trust Company. Adam specializes in Financial Planning, Education Seminars, and Portfolio Management for Individuals.

Firm Information

Adam Mark 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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Adam Mark’s Registration & Firm History

NC

03/15/2018 - Present

Credit Union Investment Services (Harrisburg NC)

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Licenses & Designations

IA

Issued 03/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Wardwell Mark.
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