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Stephanie Park Shaw

Credit Union Investment Services

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About Stephanie Park Shaw

Stephanie Park Shaw is a financial advisor associated with Credit Union Investment Services. Stephanie has been in the financial services industry since December 2017. Stephanie holds Series 6, 63, and 65 securities licenses as well as the SIE. Stephanie is a financial advisor at Credit Union Investment Services. Stephanie has over 8 years of experience in the financial services industry and is passionate about helping clients achieve their financial goals. Stephanie specializes in financial planning, portfolio management, and educational seminars. Stephanie is committed to providing clients with personalized financial advice and guidance.

Firm Information

Stephanie Shaw is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Shaw’s Registration & Firm History

NC

05/04/2018 - Present

Credit Union Investment Services (Flat Rock NC)

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Licenses & Designations

IA

Issued 05/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Park Shaw.
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