Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Paul Burick is a financial advisor with Credit Union Investment Services in Concord, NC. Thomas has been in the financial services industry since October 2015. Thomas is registered with the state of North Carolina as both a securities broker and an investment advisor. Thomas holds a Series 63, Series 65 and a Series 6TO license. Thomas also provides financial services to members of State Employees' Credit Union and is a life insurance agent for SECU Life Insurance Company.
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
08/18/2022 - Present
Credit Union Investment Services (Concord NC)
IA
Issued 08/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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