Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Sep 2015 - Current | 8 |
| Collinite Wax Corporation | Utica, NY | Jun 2015 - Current | 8 |
| Credit Union Investment Services | Raleigh, NC | Apr 2015 - Current | 9 |
| Secu Brokerage Services | Raleigh, NC | Dec 2014 - Current | 9 |
| Secu Life Insurance Company | Raleigh, NC | Dec 2014 - Current | 9 |
| State Employees' Credit Union | Southern Pines, NC | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- 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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