Adrianna Winslow, financial advisor Edenton NC

Adrianna Winslow

CRD Number: 6675623
Current Firm: Credit Union Investment Services

Adrianna Winslow (CRD# 6675623) is an Investment Advisor Representative working at Credit Union Investment Services in Edenton, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Members Trust Company Tampa, FL Nov 2018 - Current 5
Credit Union Investment Services Raleigh, NC Oct 2016 - Current 7
Secu Brokerage Services Raleigh, NC Jun 2016 - Current 7
Secu Life Insurance Company Raleigh, NC Jun 2016 - Current 7
State Employees' Credit Union Edenton, NC Feb 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Adrianna G. Winslow
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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