Shannon OwensCRD Number: 6735695
Current Firm: Credit Union Investment Services
Shannon Owens (CRD# 6735695) is an Investment Advisor Representative working at Credit Union Investment Services in Oxford, NC and has over 4 years of experience in the finance industry.
Adams Chetwood Wealth Management LLC
|Members Trust Company||Tampa, FL||Sep 2019 - Current||2|
|Credit Union Investment Services||Raleigh, NC||Dec 2017 - Current||4|
|Secu Brokerage Services||Raleigh, NC||Dec 2016 - Current||5|
|Secu Life Insurance Company||Raleigh, NC||Dec 2016 - Current||5|
|State Employees' Credit Union||Oxford, NC||Nov 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2017|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
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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