Samantha Fowler (CRD# 7601156) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has 1 year of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 6683568
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Sep 2022 - Current | 1 |
| Secu Brokerage Services | Raleigh, NC | Jul 2022 - Current | 1 |
| Secu Life Insurance Company | Raleigh, NC | Jul 2022 - Current | 1 |
| State Employees' Credit Union | Mount Airy, NC | Jan 2016 - Current | 8 |
| Spectraforce | Winston Salem, NC | Jun 2015 - Jan 2016 | < 1 |
| Olive Garden | Winston Salem, NC | Nov 2014 - Aug 2015 | < 1 |
| Lane Bryant | Winston Salem, NC | Aug 2014 - Jan 2015 | < 1 |
| Ymca | Yadkinville, NC | Aug 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 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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