Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raluca? Claim Your ProfileRaluca Radan is a financial professional with a background in financial services. Raluca currently works as a Financial Services Officer at Credit Union Investment Services in Raleigh, NC. Raluca offers financial planning and portfolio management services to individuals. Raluca holds Series 63, 65, and 6TO licenses and has been working in the securities industry since 2018.
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.
1
2
NC
11/14/2022 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 11/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Raluca Radan is the right advisor for you? Invested Better is here to help.
