Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey June Waddell is a financial advisor currently working for Credit Union Investment Services. Stacey has been in the financial services industry since May 2008. Stacey is licensed in North Carolina and holds the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Stacey is also a Certified Financial Planner. In addition to working with Credit Union Investment Services, Stacey is also affiliated with State Employees' Credit Union, Members Trust Company, and SECU Life Insurance Company.
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
05/28/2008 - Present
Credit Union Investment Services (Raleigh NC)
BC
Issued 05/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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