Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Barden is a financial advisor with Credit Union Investment Services, serving clients in Benson, North Carolina. Stephen is a Registered Representative and Investment Adviser Representative with over 17 years of experience in the financial services industry. He holds Series 6, 63, and 65 licenses, and has been registered with the state of North Carolina since 2014. Stephen specializes in providing financial planning and portfolio management for individuals, with a focus on retirement planning. He is also a certified Life Insurance Agent.
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
09/10/2015 - Present
Credit Union Investment Services (Benson NC)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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