Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tenesha? Claim Your ProfileTenesha Thompson Carter is a financial professional with over 20 years of experience in the financial services industry. Tenesha is currently a Registered Representative and Investment Advisor Representative with Credit Union Investment Services. She is a Certified Financial Planner and holds Series 6, 7, 24, 26, 63, 99, and SIE licenses. Tenesha works with a variety of clients, including individuals, families, and businesses, providing them with comprehensive financial planning and investment advice. Tenesha previously worked for SECU Brokerage Services. Tenesha is committed to providing her clients with personalized advice and services that are tailored to their individual needs and goals.
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
04/22/2022 - Present
Credit Union Investment Services (Raleigh NC)
NC
08/15/2006 - 09/20/2021
SECU BROKERAGE SERVICES (RALEIGH NC)
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tenesha Carter is the right advisor for you? Invested Better is here to help.
