Michael Finch (CRD# 7053261) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 4 years of experience in the finance industry. Michael Finch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
CRD# 1029891
Winning Points Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Members Trust Company | Tampa, FL | Jul 2022 - Current | 1 |
Credit Union Investment Services | Raleigh, NC | Mar 2019 - Current | 5 |
Secu Brokerage Services | Raleigh, NC | Jan 2019 - Current | 5 |
Secu Life Insurance Company | Raleigh, NC | Jan 2019 - Current | 5 |
State Employees' Credit Union | Burnsville, NC | Jan 2016 - Current | 8 |
Unemployed | Asheboro, NC | May 2015 - Dec 2015 | < 1 |
North Carolina State University | Raleigh, NC | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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