Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Earl Coggins is a financial advisor at Credit Union Investment Services with 11 years of experience in the financial industry. Scott holds a Series 63, Series 65, Series 6TO and SIE licenses, allowing him to provide financial advice and products to clients in North Carolina. Scott is an active advisor, providing a range of investment services, including financial planning, education seminars and portfolio management. He also works with State Employees' Credit Union and SECU Life Insurance Company in a non-investment related role.
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
09/30/2022 - Present
Credit Union Investment Services (Wilmington NC)
IA
Issued 09/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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