Chelsea Ann Deese

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Secu Brokerage Services
  Raleigh, NC
• 01/2019 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 07/2008 → Present
  State Employees' Credit Union
  Clayton, NC
• 03/2019 → Present
  Credit Union Investment Services
  Raleigh, NC
• 09/2019 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services District Manager. START DATE 7/2008. DUTIES: Supervise the offering of FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 1/2019. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: SEPTEMBER, 2019. TITLE: TRUST REP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-16
• S63 Uniform Securities Agent State Law Examination
  2019-03-08

Other Names

• Chelsea Ann Prior