Invested Better
Unclaimed

Unclaimed

Unclaimed

Tyree Devone Hearn

Credit Union Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tyree? Claim Your Profile

About Tyree Devone Hearn

Tyree Devone Hearn is a financial advisor registered with Credit Union Investment Services. Tyree is a registered representative and investment advisor representative. Tyree has been in the financial services industry since 2022 and holds the Series 63, 65, 6TO and SIE exams. Tyree is registered in North Carolina to provide investment advice to individuals. Tyree's office is located in Durham, North Carolina and services include financial planning and portfolio management for individuals.

Firm Information

Tyree Hearn is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tyree Hearn’s Registration & Firm History

NC

04/17/2023 - Present

Credit Union Investment Services (Durham NC)

Not sure if Tyree Devone Hearn is right for you?

Licenses & Designations

IA

Issued 04/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyree Devone Hearn.
Not sure if Tyree Devone Hearn is right for you?