Nicholas Cato (CRD# 7735879) is an Investment Advisor Representative working at Credit Union Investment Services in Shelby, NC and has 1 year of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 5030006
Apex Financial Services, LLC
CRD# 1311405
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Jun 2023 - Current | < 1 |
| Secu Brokerage Services | Raleigh, NC | May 2023 - Current | 1 |
| Secu Life Insurance Company | Raleigh, NC | May 2023 - Current | 1 |
| State Employees's Credit Union | Shelby, NC | Feb 2020 - Current | 4 |
| Superior Insurance | Wilmington, NC | Sep 2018 - Feb 2020 | 1 |
| State Farm Insurance | Wilmington, NC | Mar 2018 - Sep 2018 | < 1 |
| Leland Christian Academy | Leland, NC | Jan 2018 - Mar 2018 | < 1 |
| Robert Half Talent Solutions | Wilmington, NC | Oct 2017 - Nov 2017 | < 1 |
| City Of Wilmington | Wilmington, NC | Jul 2017 - Sep 2017 | < 1 |
| Unc-wilmington | Wilmington, NC | Aug 2015 - May 2017 | 1 |
| Wingate University | Wingate, NC | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- 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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