Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Adams Scovel is a registered investment advisor representative with Credit Union Investment Services. Julie has been in the financial industry since August 2017 and has a Series 63, Series 65 and Series 6TO licenses. Julie also holds the SIE exam certification. Julie is a financial advisor providing financial services to eligible members and improving their economic and social condition. Julie is also an agent with SECU Life Insurance Company.
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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NC
11/11/2022 - Present
Credit Union Investment Services (Monroe NC)
IA
Issued 11/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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