Sydney Contorno (CRD# 7564085) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Oct 2022 - Current | 1 |
| Secu Brokerage Services | Raleigh, NC | May 2022 - Current | 2 |
| Secu Life Insurance Company | Raleigh, NC | May 2022 - Current | 2 |
| State Employees' Credit Union | Sanford, NC | May 2018 - Current | 6 |
| Bath & Body Works | Sanford, NC | Oct 2017 - Dec 2021 | 4 |
| Bb&t | Sanford, NC | Sep 2015 - Sep 2017 | 2 |
| Denali State Bank | Fort Wainwright, AR | May 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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