Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Destaney? Claim Your ProfileDestaney Deana Jones is a financial advisor with Credit Union Investment Services. Destaney has been in the financial services industry for over 2 years. Destaney's specializations include financial planning, portfolio management for individuals, and educational seminars. Destaney holds the Series 7TO and SIE licenses and is registered with the State of North Carolina. In addition to her work at Credit Union Investment Services, Destaney also works as an agent for SECU Life Insurance Company and a Financial Advisory Services Specialist at State Employees' Credit Union.
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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2
NC
10/04/2024 - Present
Credit Union Investment Services (Goldsboro NC)
BC
Issued 07/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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