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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Casey Barrett is a financial advisor registered with Credit Union Investment Services. Benjamin Casey Barrett is also a registered agent for SECU Life Insurance Company. Benjamin Casey Barrett has been providing financial services since August 2022. Benjamin Casey Barrett specializes in providing financial planning, investment advice, and educational seminars to individuals. Benjamin Casey Barrett holds the Series 66 license. Benjamin Casey Barrett is also a financial advisor at State Employees' Credit Union. Benjamin Casey Barrett has a background in finance and business, having worked as a financial advisor at SECU Brokerage Services, a financial specialist at State Employees' Credit Union, and as a server at Waraji Japanese Restaurant. Benjamin Casey Barrett also worked as a student assistant at North Carolina State University and a student tutor at Sanderson High School.
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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NC
11/15/2024 - Present
Credit Union Investment Services (Raleigh NC)
Active
Inactive
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