Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Craft Dalton is a registered investment advisor representative with Credit Union Investment Services. She is based in Gastonia, North Carolina, and has been in the industry since April 2007. Sheila holds the Series 6, Series 63 and Series 65 licenses. She offers financial planning services to individuals and portfolio management services. Sheila's focus is on helping members of credit unions understand their financial options and make informed decisions about their money.
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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2
NC
09/20/2007 - Present
Credit Union Investment Services (GASTONIA NC)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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