Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alaina? Claim Your ProfileAlaina McGahan is an investment advisor representative with Credit Union Investment Services. Alaina holds Series 63, 65, and 7TO licenses. Alaina has been in the financial services industry since August 2016 and works primarily with members of the State Employees' Credit Union. Alaina offers financial planning and portfolio management services to individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/29/2022 - Present
Credit Union Investment Services (Mooresville NC)
IA
Issued 08/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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