Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Aycock is a financial advisor who has been in the industry since December 2016. Perry is registered with Credit Union Investment Services and is licensed to conduct business in North Carolina. Perry has passed the Series 6, 63 and 65 exams and the SIE exam. In addition to their work at Credit Union Investment Services, Perry is also an agent for SECU Life Insurance Company and a Trust Representative for Members Trust Company. Perry provides financial advisory services to eligible members of the State Employees' Credit Union.
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
04/19/2017 - Present
Credit Union Investment Services (Jacksonville NC)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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