Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Harris Newsome is a financial advisor at Credit Union Investment Services. Connor has been in the industry since May 2022. Connor has a Series 63, Series 7TO, and SIE. Connor specializes in financial planning, portfolio management for individuals, and educational seminars. Connor has experience providing financial services to members of State Employees' Credit Union and SECU Life Insurance Company. Connor is a Certified Financial Planner.
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
06/20/2022 - Present
Credit Union Investment Services (Raleigh NC)
BC
Issued 06/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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