Kassidy T. Greer
Professional summary
Kassidy Taylor Greer, who also goes by Kassidy Taylor Mccann, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Harrisburg, North Carolina and SECU BROKERAGE SERVICES located in Harrisburg, North Carolina.
Kassidy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kassidy has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kassidy Taylor Greer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2023 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 5555 Hwy 49, Harrisburg, NC 28075October 27, 2022 - Present
SECU BROKERAGE SERVICES
Office #1: 5555 Highway 49, Harrisburg, NC 28075July 25, 2022 - September 19, 2022
SECU BROKERAGE SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/4/2022)
(2/10/2023)
Exams
Series 7TO
Date: 11/13/2024
General Securities Representative ExaminationSeries 6TO
Date: 7/23/2022
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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