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Joe Jacob Poran

Credit Union Investment Services

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About Joe Jacob Poran

Joe Jacob Poran is a financial advisor registered with Credit Union Investment Services, a firm based in Chapel Hill, NC. Joe Jacob Poran is also registered as an investment advisor representative. Joe Jacob Poran has been in the financial industry since 2014. Joe Jacob Poran's primary focus is on providing financial planning and portfolio management services to individuals. Joe Jacob Poran also provides educational seminars on financial matters. Joe Jacob Poran is affiliated with SECU Life Insurance Company and Members Trust Company.

Firm Information

Joe Poran is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joe Poran’s Registration & Firm History

NC

12/26/2014 - Present

Credit Union Investment Services (Chapel Hill NC)

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Licenses & Designations

IA

Issued 12/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joe Jacob Poran.
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