Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jason Byrd is a registered investment advisor representative with Credit Union Investment Services in Raleigh, NC. Timothy has been in the securities industry since 2011. Timothy holds the Series 66, Series 24 and Series 7 licenses. Timothy also holds a SIE license. Timothy specializes in financial planning, educational seminars and portfolio management for individuals.
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
01/31/2012 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 01/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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