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Candace Rose Lindeberg

Credit Union Investment Services

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About Candace Rose Lindeberg

Candace Lindeberg is a financial advisor at Credit Union Investment Services, located in Raleigh, North Carolina. Candace is a registered representative and investment advisor representative with her Series 63, 65, and Series 6TO licenses. Candace has over 8 years of experience in the financial services industry. In addition to her role at Credit Union Investment Services, Candace also works as an agent for SECU Life Insurance Company. Candace provides financial services to eligible members of the State Employees' Credit Union. Candace's areas of expertise include financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Candace Lindeberg 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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Candace Lindeberg’s Registration & Firm History

NC

09/02/2022 - Present

Credit Union Investment Services (Raleigh NC)

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Licenses & Designations

IA

Issued 09/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Candace Rose Lindeberg.
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