Ee
Yang

Credit Union Investment Services

CRD#6411589
Investment Advisor
in Charlotte, NC

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About this Advisor

Ee Yang is a financial advisor operating in Charlotte, North Carolina, who has been in the industry for 10 years. Yang is on the advisory team at Credit Union Investment Services. Throughout their career, Yang has worked at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Credit Union Investment Services and Members Trust Company. Yang has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Credit Union Investment Services is a registered investment firm that has its headquarters in Charlotte, North Carolina.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1130 East Third Street
Charlotte, NC 28204

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Ee Yang Work History

Ee has 10 years of experience.

2016 - Present (6 years)

Members Trust Company

2015 - Present (7 years)

Credit Union Investment Services

2014 - Present (8 years)

Secu Brokerage Services

2014 - Present (8 years)

Secu Life Insurance Company

2012 - Present (10 years)

State Employees' Credit Union

Disclosures

Ee Yang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Joshua Blitz
Raleigh, NC
Kriston Wiltsey
Fuquay Varina, NC
Ee Yang
Charlotte, NC
Julian Scarborough
Wilmington, NC
Aaron Allwardt
Eden, NC
Eric Hawkins
Mebane, NC
Allison Flippin
Raleigh, NC
Ryan West
Black Mountain, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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