Elizabeth AndersonCRD Number: 6793256
Current Firm: Credit Union Investment Services
Elizabeth Anderson (CRD# 6793256) 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.
Beacon Pointe Advisors, LLC
|Members Trust Company||Tampa, FL||Oct 2018 - Current||4|
|Credit Union Investment Services||Raleigh, NC||Sep 2017 - Current||5|
|Secu Brokerage Services||Raleigh, NC||May 2017 - Current||6|
|Secu Life Insurance Company||Raleigh, NC||May 2017 - Current||6|
|State Employees' Credit Union||Arden, NC||Mar 2015 - Current||8|
|Nc Department Of Public Safety||Kinston, NC||Sep 2013 - Mar 2015||1|
|Nc Department Of Public Safety||Greenville, NC||Sep 2013 - Mar 2015||1|
|State Employees' Credit Union||Kinston, NC||Aug 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||Mar 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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