Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kassidy? Claim Your ProfileKassidy Greer is a financial advisor registered with Credit Union Investment Services. Kassidy Greer holds Series 63, 65, and 6TO licenses, as well as the SIE designation. Kassidy Greer is experienced in working with individual clients, and provides financial planning and educational seminars. Kassidy Greer previously worked at SECU Brokerage Services and 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
02/10/2023 - Present
Credit Union Investment Services (Harrisburg NC)
NC
07/25/2022 - 09/19/2022
SECU BROKERAGE SERVICES (HARRISBURG NC)
IA
Issued 02/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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