Melissa
Terry

Credit Union Investment Services

CRD#6516385
Investment Advisor
in Raleigh, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Melissa Terry is a financial advisor located in Raleigh, North Carolina. Currently a registered investment advisor at Credit Union Investment Services, Terry has 10 years of experience as a registered advisor. Terry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Terry is able to work with clients in North Carolina. Throughout their career, Terry has worked at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Wingate University, Target, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is located in Raleigh, North Carolina, and operates out of 267 brick-and-mortar locations in the nation. As a company, Credit Union Investment Services employs more than 540 people. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Credit Union Investment Services can provide portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

119 North Salisbury St. 6Th Floor
Raleigh, NC 27603

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Melissa Terry Work History

Melissa has 10 years of experience.

2016 - Present (5 years)

Members Trust Company

2015 - Present (6 years)

Secu Brokerage Services

2015 - Present (6 years)

Secu Life Insurance Company

2015 - Present (6 years)

Credit Union Investment Services

2013 - Present (8 years)

State Employees' Credit Union

2013 - 2013 (< 1 year)

Wingate University

2012 - 2013 (1 year)

Target

2010 - 2012 (2 years)

Wingate University

Disclosures

Melissa Terry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Nicholas Bradshaw
Raleigh, NC
Leigh Jordan
Charlotte, NC
Leanna Tyler
Gatesville, NC
Joshua Miller
Charlotte, NC
Joshua White
Rutherfordton, NC
Jason Drake
Pittsboro, NC
Amy Neal
Yanceyville, NC
Amanda English
Burgaw, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started