Sarah Elder (CRD# 6925474) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 5 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Sep 2019 - Current | 4 |
| Credit Union Investment Services | Raleigh, NC | Jul 2018 - Current | 5 |
| Secu Brokerage Services | Raleigh, NC | Mar 2018 - Current | 6 |
| Secu Life Insurance Company | Raleigh, NC | Mar 2018 - Current | 6 |
| State Employees' Credit Union | Winston Salem, NC | Aug 2015 - Current | 8 |
| Mossy Eats | Clemmons, NC | Jun 2016 - Dec 2016 | < 1 |
| Cracker Barrel Old Country Store | Clemmons, NC | Jan 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- NC
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Total Assets Under Management0MILLIONS
-
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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