Unclaimed
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.
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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2
NC
10/24/2019 - Present
Credit Union Investment Services (Greensboro NC)
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
Active
Inactive
F
FINRA
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