Garrett Malin (CRD# 6590506) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 8 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Members Trust Company | Tampa, FL | Nov 2018 - Current | 5 |
Secu Brokerage Services | Raleigh, NC | Mar 2017 - Current | 7 |
Secu Life Insurance Company | Raleigh, NC | Mar 2017 - Current | 7 |
Credit Union Investment Services | Raleigh, NC | Mar 2017 - Current | 7 |
State Employees' Credit Union | Greensboro, NC | Jul 2016 - Current | 7 |
Country Capital Management Company | Bloomington, IL | Dec 2015 - May 2016 | < 1 |
Pizza Hut | Appleton, WI | Jan 2013 - Dec 2015 | 2 |
University Of Wisconsin-oshkosh | Oshkosh, WI | Sep 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2016 |
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- 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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