Invested Better
Unclaimed

Unclaimed

Unclaimed

Colbie Edward Dwiggins

Credit Union Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colbie? Claim Your Profile

About Colbie Edward Dwiggins

Colbie Edward Dwiggins is a registered representative with Credit Union Investment Services, and has been in the industry for over 1 year. Colbie Edward Dwiggins has a Series 66, Series 7TO, and a SIE license. Colbie Edward Dwiggins is also registered in North Carolina. Colbie Edward Dwiggins specializes in financial planning, portfolio management for individuals, and educational seminars. Colbie Edward Dwiggins is also an agent for SECU Life Insurance Company, a Financial Advisory Services Specialist for State Employees' Credit Union, and a Trust Rep for Members Trust Company.

Firm Information

Colbie Dwiggins 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colbie Dwiggins’s Registration & Firm History

NC

12/18/2023 - Present

Credit Union Investment Services (Clyde NC)

Not sure if Colbie Edward Dwiggins is right for you?

Licenses & Designations

BOTH

Issued 12/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colbie Edward Dwiggins.
Not sure if Colbie Edward Dwiggins is right for you?