Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerrit? Claim Your ProfileGerrit Dirkse Van schalkwyk is a financial advisor currently working at Credit Union Investment Services. Gerrit has been in the financial industry since 2021. Gerrit's expertise includes providing financial planning, educational seminars, and portfolio management services for individuals. Gerrit is also a registered representative of Credit Union Investment Services.
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
09/28/2023 - Present
Credit Union Investment Services (Apex NC)
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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