linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Myles William McGee

Credit Union Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Myles? Claim Your Profile

About Myles William McGee

Myles William McGee is a financial advisor with Credit Union Investment Services. Myles has been in the industry since February 4, 2015. Myles is a registered investment advisor (IA) and a broker-dealer (BD). Myles holds the Series 6, Series 63, Series 65, and SIE licenses. Myles specializes in financial planning, portfolio management for individuals, and educational seminars. Myles's other business activities include providing financial services at State Employees' Credit Union, acting as an agent for SECU Life Insurance Company and a Trust Representative at Members Trust Company. Myles has been employed by Credit Union Investment Services since February 2015.

Firm Information

Myles McGee 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Myles McGee’s Registration & Firm History

NC

04/07/2016 - Present

Credit Union Investment Services (GREENSBORO NC)

Not sure if Myles William McGee is right for you?

Licenses & Designations

IA

Issued 04/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myles William McGee.
Not sure if Myles William McGee is right for you?