Joycelyn Yvette White Stokes

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

• 02/2009 → Present
  State Employees' Credit Union
  Rocky Mount, NC
• 01/2015 → Present
  Secu Brokerage Services
  Raleigh, NC
• 01/2015 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 03/2016 → Present
  Credit Union Investment Services
  Raleigh, NC
• 07/2022 → 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. Start date: 2/2009. 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: 1/2015. 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: July, 2022. Title: Trust Rep.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-09
• S63 Uniform Securities Agent State Law Examination
  2016-03-16

Other Names

• Joycelyn Yvette White
• Joy Stokes