Chasity Haley (CRD# 6754530) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 6 years of experience in the finance industry.
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4250936
Bass Financial Strategies, Inc.
CRD# 1673532
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Oct 2019 - Current | 4 |
| Credit Union Investment Services | Raleigh, NC | Jan 2018 - Current | 6 |
| Secu Brokerage Services | Raleigh, NC | Feb 2017 - Current | 7 |
| Secu Life Insurance Company | Raleigh, NC | Feb 2017 - Current | 7 |
| State Employees' Credit Union | Greensboro, NC | Sep 2014 - Current | 9 |
| Unemployed | Greensboro, NC | Feb 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
| S63 | Uniform Securities State Law Examination | Jun 2017 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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