Stephen
Pierce

Credit Union Investment Services

CRD#5983893
Investment Advisor
in Raleigh, NC

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About this Advisor

Stephen Pierce is a financial advisor operating in Raleigh, North Carolina, who has been in the financial industry for 10 years. Pierce is an advisor for Credit Union Investment Services. Over the course of their career, they have held roles at State Employees' Credit Union, Secu Brokerage Services, Fidelity Bank, Credit Union Investment Services, Secu Life Insurance Company, Lyft, Inc, Uber Technologies, Inc and Members Trust Company. Pierce holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Credit Union Investment Services is an advisory company that has its headquarters in Raleigh, North Carolina. The firm has offices in 267 locations and a total of 540 advisors. The business offers a few services, such as portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely vary depending on which services are offered. However, fee types billed by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 66

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 Street 6Th 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

Stephen Pierce Work History

Stephen has 10 years of experience.

2019 - Present (3 years)

Members Trust Company

2014 - Present (8 years)

Secu Life Insurance Company

2012 - Present (10 years)

Secu Brokerage Services

2012 - Present (10 years)

Credit Union Investment Services

2011 - Present (11 years)

State Employees' Credit Union

2017 - 2019 (2 years)

Lyft, Inc

2017 - 2019 (2 years)

Uber Technologies, Inc

2010 - 2011 (1 year)

Fidelity Bank

Disclosures

Stephen Pierce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Amee Liddle
Mount Airy, NC
Emily Mullahey
Raleigh, NC
Jason Drake
Pittsboro, NC
Jessica Albritton
Plymouth, NC
Kyle Stevens
Arden, NC
Colton Mathews
Durham, NC
Jamison Watkins
North Wilkesboro, NC
Blessl Barbour
Garner, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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