Caroline Helen Georgiadis

Current Employers

Employment History

• 01/2009 → 07/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2009 → 07/2022
  Allegacy Federal Credit Union
  Winston Salem, NC
• 09/2022 → Present
  Secu Brokerage Services
  Raleigh, NC
• 09/2022 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2022 → Present
  State Employees' Credit Union
  Morehead City, NC
• 10/2024 → Present
  Members Trust Company
  Tampa, FL

Previous Registrations

• 2009-01-15 → 2022-08-09
  Cuso Financial Services, L.P.
  Clemmons, NC
  Winston-Salem, NC
• 2008-01-08 → 2009-01-02
  Raymond James Financial Services, Inc.
  Lexington, NC
  Lexington, NC
• 2007-11-27 → 2007-12-12
  Uvest Financial Services Group, Inc.
  Lexington, NC
  Lexington, NC

Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 8/2022. Duties: provide 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: 9/2022. 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. Start date: 10/2024. Title: Trust Rep.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-12
• S63 Uniform Securities Agent State Law Examination
  2005-09-19

Other Names

• Caroline Helen Fish
• Caroline Georgiadis
• Caroline Helen Georgiadis