Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Pannell is a financial advisor with Credit Union Investment Services. Laura has been in the financial services industry since May 2023, and holds Series 66, Series 7TO and SIE licenses. Laura is registered with the state of North Carolina and is currently providing financial advisory services to clients. Laura is also a life insurance agent for SECU Life Insurance Company. Laura's specialties are financial planning, portfolio management for individuals, and educational seminars. Laura has a strong background in retail sales and customer service. Laura is committed to providing her clients with the highest level of service and expertise.
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
01/16/2024 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 01/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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