Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Haywood Robertson is a financial advisor at Credit Union Investment Services. He specializes in providing financial planning and portfolio management services to individuals. Thomas has been in the industry since 2024. He is registered with the state of North Carolina as a both a broker-dealer and investment advisor representative.
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
08/26/2024 - Present
Credit Union Investment Services (Fletcher NC)
BOTH
Issued 08/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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