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Michael Christopher Rawls

Credit Union Investment Services

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About Michael Christopher Rawls

Michael Christopher Rawls is a financial advisor with Credit Union Investment Services in Greensboro, NC. Michael is a registered Investment Advisor Representative in the state of North Carolina and has held this position since October 24, 2019. Michael provides financial services to individuals and has been in the financial services industry since March 25, 2019. Michael offers financial planning, educational seminars, and portfolio management for individuals. Michael is also a registered agent with SECU Life Insurance Company.

Firm Information

Michael Rawls 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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Michael Rawls’s Registration & Firm History

NC

10/24/2019 - Present

Credit Union Investment Services (Greensboro NC)

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Licenses & Designations

IA

Issued 10/24/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Christopher Rawls.
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