Sheila Dalton (CRD# 5323377) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 16 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1451905
Eudaimonia Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Jul 2022 - Current | 1 |
| Secu Life Insurance Company | Raleigh, NC | Sep 2014 - Current | 9 |
| Credit Union Investment Services | Raleigh, NC | Sep 2007 - Current | 16 |
| Secu Brokerage Services | Raleigh, NC | Apr 2007 - Current | 16 |
| State Employees' Credit Union | Gastonia, NC | Jan 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
- 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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