Sydney K. Dugan
Professional summary
Sydney Kristina Dugan, who also goes by Sydney Kristina Contorno, Sydney Contorno, Sydney Kristina Contorno-mcclain, Sydney Kristina Nicholas, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Sanford, North Carolina and SECU BROKERAGE SERVICES located in Sanford, North Carolina.
Sydney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Sydney has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sydney Kristina Dugan's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2023 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1764 Bragg St, Sanford, NC 27330August 30, 2022 - Present
SECU BROKERAGE SERVICES
Office #1: 1002 Spring Lane, Sanford, NC 27330State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/6/2022)
(1/3/2023)
Exams
Series 6TO
Date: 8/30/2022
Investment Company Products/Variable Contracts 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#: 144871Sanford, NC 27330TRUST BUT VERIFY
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