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Zachary David Green

Credit Union Investment Services

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About Zachary David Green

Zachary David Green is an investment advisor representative with Credit Union Investment Services. He is a registered representative with the state of North Carolina. Zachary has been in the financial services industry for over 10 years, most recently working at Edward Jones in St Louis, Missouri. He has also worked as a financial services specialist for State Employees' Credit Union and as an agent for SECU Life Insurance Company. He holds a Series 7, Series 66, and SIE license. Zachary specializes in financial planning, portfolio management for individuals, and educational seminars. He is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Zachary Green 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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Zachary Green’s Registration & Firm History

NC

02/13/2025 - Present

Credit Union Investment Services (Spruce Pine NC)

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Licenses & Designations

BOTH

Issued 09/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Zachary David Green.
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