Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Holt Scoggins is a financial advisor with over 11 years of experience in the industry. Darlene is registered with the state of North Carolina as both a broker and an investment advisor representative. Darlene is currently associated with Credit Union Investment Services. She has a strong background in providing financial services to individuals, and her expertise includes financial planning and portfolio management.
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.
1
2
NC
07/11/2012 - Present
Credit Union Investment Services (CARY NC)
IA
Issued 07/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darlene Scoggins is the right advisor for you? Invested Better is here to help.
