Credit Union Investment Services
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
Years of Experience
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Credit Union Investment Services Brokerage Details
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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.
Members Trust Company
Credit Union Investment Services
Secu Brokerage Services
Secu Life Insurance Company
State Employees' Credit Union
Ee Yang has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
Fuquay Varina, NC
Black Mountain, NC
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