Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Durrelle Haggard is a registered representative with Credit Union Investment Services. Kevin has been in the financial services industry since 2014 and holds the Series 63 and 65 securities licenses. Kevin is also a Certified Financial Planner. Kevin's areas of expertise include financial planning, retirement planning, and portfolio management for individuals. Kevin is also an agent for SECU Life Insurance Company and provides financial services to eligible members of State Employees' Credit Union.
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
10/29/2024 - Present
Credit Union Investment Services (Pineville NC)
Active
Inactive
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