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Wesley Alan Frady

Credit Union Investment Services

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About Wesley Alan Frady

Wesley Alan Frady is an investment advisor representative at Credit Union Investment Services with over 6 years in the financial industry. He is registered with the state of North Carolina as both a securities agent and an investment advisor. He has passed the Series 6, Series 63 and Series 65 exams, as well as the Securities Industry Essentials Examination. Wesley's experience includes working with State Employees' Credit Union, SECU Life Insurance Company, and Members Trust Company. His specialization is in providing financial planning services and portfolio management. He provides services to individual clients as well as to investment companies and pooled investment vehicles.

Firm Information

Wesley Frady 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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percentage of assets

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

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Wesley Frady’s Registration & Firm History

NC

03/23/2016 - Present

Credit Union Investment Services (Chapel Hill NC)

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Licenses & Designations

IA

Issued 03/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Alan Frady.
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