Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Elder is a financial advisor registered with Credit Union Investment Services in Winston Salem, NC. Shawn has been in the industry since 2014 and holds Series 6, Series 63, and Series 6TO licenses, as well as the SIE exam. Shawn also holds a Certified Financial Planner designation. In addition to providing financial advice, Shawn is also an agent for SECU Life Insurance Company and is a Trust Rep for Members Trust Company. Shawn has experience working with clients of all types, including individuals, businesses, and trusts.
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
04/17/2023 - Present
Credit Union Investment Services (Winston Salem NC)
NC
09/07/2016 - 03/15/2018
SECU BROKERAGE SERVICES (Winston Salem NC)
BC
Issued 04/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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