Julie Scovel (CRD# 7576658) is an Investment Advisor Representative working at Credit Union Investment Services in Monroe, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Sep 2022 - Current | 1 |
| Secu Brokerage Services | Raleigh, NC | Jun 2022 - Current | 1 |
| Secu Life Insurance Company | Raleigh, NC | Jun 2022 - Current | 1 |
| State Employees' Credit Union | Monroe, NC | Aug 2017 - Current | 6 |
| Unemployed | Monroe, NC | Jan 2017 - Aug 2017 | < 1 |
| Windstream Communications | Matthews, NC | Aug 1998 - Jan 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- 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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