Anna Malia (CRD# 6942114) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 5 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Jul 2022 - Current | 1 |
| Credit Union Investment Services | Raleigh, NC | Jul 2018 - Current | 5 |
| Secu Brokerage Services | Raleigh, NC | Apr 2018 - Current | 6 |
| Secu Life Insurance Company | Raleigh, NC | Apr 2018 - Current | 6 |
| State Employees' Credit Union | Arden, NC | Oct 2016 - Current | 7 |
| Wells Fargo | Wilson, NC | Dec 2015 - Sep 2016 | < 1 |
| Bb&t | Wilson, NC | Sep 2015 - Dec 2015 | < 1 |
| Sport Clips | Wilson, NC | Dec 2014 - Sep 2015 | < 1 |
| Jc Penney | Wilson, NC | Sep 2014 - Nov 2014 | < 1 |
| Freelance Hairstylist | Sims, NC | Nov 2013 - Nov 2014 | 1 |
| Edgecombe County Public Schools | Tarboro, NC | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- NC
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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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