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Lisa Renee Moore

Credit Union Investment Services

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About Lisa Renee Moore

Lisa Renee Moore is a financial advisor with Credit Union Investment Services. Lisa Renee Moore is registered as a broker-dealer with the state of North Carolina and as an investment advisor representative. Lisa Renee Moore has been in the financial industry since March 22, 2017. Lisa Renee Moore has a Series 6, Series 63, and Series 65. Lisa Renee Moore provides financial planning and portfolio management services to individuals.

Firm Information

Lisa Moore is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Moore’s Registration & Firm History

NC

07/08/2022 - Present

Credit Union Investment Services (Raleigh NC)

SC

11/12/2019 - 06/16/2020

BANKERS LIFE SECURITIES, INC. (North Myrtle Beach SC)

NC

04/24/2015 - 10/22/2019

FIRST CITIZENS INVESTOR SERVICES, INC. (GREENSBORO NC)

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Licenses & Designations

IA

Issued 07/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Renee Moore.
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