Sheila DaltonCRD Number: 5323377
Current Firm: Credit Union Investment Services
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.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|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|
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
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