Michael Finch, financial advisor Spruce Pine NC

Michael Finch

CRD Number: 7053261
Current Firm: Credit Union Investment Services

Michael Finch (CRD# 7053261) is an Investment Advisor Representative working at Credit Union Investment Services in Spruce Pine, NC and has over 3 years of experience in the finance industry.

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Credit Union Investment Services
Company Name Location Dates Years
Members Trust Company Tampa, FL Jul 2022 - Current < 1
Credit Union Investment Services Raleigh, NC Mar 2019 - Current 3
Secu Brokerage Services Raleigh, NC Jan 2019 - Current 3
Secu Life Insurance Company Raleigh, NC Jan 2019 - Current 3
State Employees' Credit Union Spruce Pine, NC Jan 2016 - Current 6
Unemployed Asheboro, NC May 2015 - Dec 2015 < 1
North Carolina State University Raleigh, NC Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Michael E. Finch
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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