Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Deal White is a Registered Investment Advisor representative with Credit Union Investment Services. Crystal has been in the industry since September 19, 2004 and is registered with both FINRA and the state of North Carolina. Crystal holds the Series 6, Series 63, and Series 65 licenses. Crystal is also a Registered Representative for State Employees' Credit Union and a Trust Representative for Members Trust Company. Crystal specializes in financial planning and portfolio management for individuals.
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
10/04/2007 - Present
Credit Union Investment Services (CARTHAGE NC)
NC
02/03/2004 - 04/21/2006
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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