Martin C. Hefner
Professional summary
Martin Caswell Hefner, CFP®, who also goes by Casey Hefner, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Raleigh, North Carolina and SECU BROKERAGE SERVICES located in Raleigh, North Carolina.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Martin has worked at 2 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Caswell Hefner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2022 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 801 Hillsborough St 3rd Floor, Raleigh, NC 27603July 1, 2022 - Present
SECU BROKERAGE SERVICES
Office #1: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/1/2022)
(7/1/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 7/1/2022
General Securities Representative ExaminationFINRA
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Raleigh, NC 27603TRUST BUT VERIFY
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