Melissa
Terry

Credit Union Investment Services

CRD#6516385
Investment Advisor
in Raleigh, NC

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About this Advisor

Melissa Terry is a financial advisor operating in Raleigh, North Carolina, who has been in the financial industry for 12 years. Terry is currently employed by Credit Union Investment Services. During their career, Terry has held roles at Secu Brokerage Services, Secu Life Insurance Company, State Employees' Credit Union, Wingate University, Target, Credit Union Investment Services and Members Trust Company. Terry has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Credit Union Investment Services is a company headquartered in Raleigh, North Carolina.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

801 Hillsborough Street 3Rd Floor
Raleigh, NC 27603

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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

Melissa Terry Work History

Melissa has 12 years of experience.

2016 - Present (6 years)

Members Trust Company

2015 - Present (7 years)

Secu Brokerage Services

2015 - Present (7 years)

Secu Life Insurance Company

2015 - Present (7 years)

Credit Union Investment Services

2013 - Present (9 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

Ryan West
Black Mountain, NC
Jamahal Singh
Raleigh, NC
Siarhei Horbach
Raleigh, NC
Benjamin Foreman
Raleigh, NC
Joseph Hampton
Greensboro, NC
Julian Scarborough
Wilmington, NC
Allison Flippin
Raleigh, NC
Eric Hawkins
Mebane, 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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