Charles AgnewCRD Number: 6645397
Current Firm: Credit Union Investment Services
Charles Agnew (CRD# 6645397) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has over 4 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Members Trust Company||Tampa, FL||Oct 2019 - Current||1|
|Credit Union Investment Services||Raleigh, NC||Aug 2016 - Current||4|
|Secu Brokerage Services||Raleigh, NC||May 2016 - Current||5|
|Secu Life Insurance Company||Raleigh, NC||May 2016 - Current||5|
|State Employees' Credit Union||Charlotte, NC||Apr 2012 - Current||9|
|Unemployed||Graham, NC||Nov 2011 - Apr 2012||< 1|
|Donato's Pizza||Burlington, NC||May 2009 - Nov 2011||2|
|Appalachian State University||Boone, NC||Aug 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
|S63||Uniform Securities State Law Examination||Aug 2016|
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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