Donna Dewhurst (CRD# 7087820) is an Investment Advisor Representative working at Credit Union Investment Services in Columbia, NC and has over 5 years of experience in the finance industry.
CRD# 5320223
Osaic Wealth, Inc.
CRD# 4578424
Osaic Institutions, Inc.
CRD# 5914946
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Members Trust Company | Tampa, FL | Jul 2022 - Current | 2 |
Credit Union Investment Services | Raleigh, NC | Jul 2019 - Current | 5 |
Secu Brokerage Services | Raleigh, NC | Mar 2019 - Current | 5 |
Secu Life Insurance Company | Raleigh, NC | Mar 2019 - Current | 5 |
State Employees' Credit Union | Columbia, NC | Jul 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2019 |
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- 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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