Unclaimed
Siarhei Horbach is a financial professional with a strong background in both investment and insurance industries. Siarhei holds multiple licenses and registrations, demonstrating a commitment to ongoing education and professional development. Siarhei is currently registered with Credit Union Investment Services in Raleigh, North Carolina. Siarhei specializes in working with individuals and providing financial planning services.
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
01/12/2016 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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