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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mobley is a financial advisor with Credit Union Investment Services. John has been in the securities industry since 2011, working in both the investment advisory and brokerage sectors. John holds both Series 6 and 63 licenses. In addition to his financial services work, John also manages a rental property in Raleigh, NC.
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
07/29/2011 - Present
Credit Union Investment Services (Wake Forest NC)
IA
Issued 07/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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