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Michael Boedeker is a financial advisor with Credit Union Investment Services. Michael has been in the industry since 2002 and has a broad range of experience. He holds Series 63 and 65 securities licenses. Michael is currently registered with the state of North Carolina and works out of the Raleigh, NC office. Michael specializes in providing financial planning, investment advice, and educational seminars for individuals. Michael is dedicated to providing personalized service and helping clients achieve their financial goals.
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
09/18/2024 - Present
Credit Union Investment Services (Raleigh NC)
Active
Inactive
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