Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Eudy is a financial advisor who has been in the industry since 2014. Stephen is registered with Credit Union Investment Services in Albemarle, NC, and has held previous roles with SECU Brokerage Services. Stephen specializes in providing financial planning and portfolio management services to individuals. Stephen has Series 6, 63 and 65 licenses and a SIE designation.
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.
1
2
NC
07/10/2017 - Present
Credit Union Investment Services (Albemarle NC)
NC
06/10/2014 - 07/16/2015
SECU BROKERAGE SERVICES (ALBEMARLE NC)
IA
Issued 07/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Eudy is the right advisor for you? Invested Better is here to help.
