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Cindy Queen Graham

Credit Union Investment Services

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About Cindy Queen Graham

Cindy Queen Graham is a registered Investment Advisor Representative with Credit Union Investment Services, Cindy Queen Graham has been in the industry since January 30, 2019 and is currently registered in North Carolina. Cindy Queen Graham offers financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Cindy Graham 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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Cindy Graham’s Registration & Firm History

NC

04/20/2019 - Present

Credit Union Investment Services (Fayetteville NC)

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Licenses & Designations

IA

Issued 04/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2019

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

BC

Issued 01/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cindy Queen Graham.
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