financial advisory services

• SECU Cites Triad Growth

  By Marc Rapport  |  October 15, 2012

  The $25.1 billion, 1.8-million member State Employees’ Credit Union said it has now opened three new branches in Greensboro, N.C., since March.

• ‘Not Yet Wealthy’ Help Drive Growth

  By Michelle A. Samaad  |  July 24, 2011

  Growth for North Carolina’s State Employees’ Credit Union’s investment services subsidiary has come at a slow and steady pace. And that’s what the cooperative wants.

• FINRA Rules for SECU in Estate Case

  By Michelle A. Samaad  |  April 6, 2011

  After hearing both sides, a Financial Industry Regulatory Authority panel recently denied all claims made by the estate that was seeking more than $2 million against an investment adviser that worked for a broker-dealer acquired by SECU Brokerage Services Inc.

• FINRA Clears SECU Brokerage

  By Michelle A. Samaad  |  March 31, 2011

  After weighing the evidence, a Financial Industry Regulatory Authority arbitration panel recently denied all claims against SECU Brokerage Services Inc. in an estate dispute.

• CUSO Extends to Caribbean

  February 9, 2011

  Through an alliance with United Nations Federal Credit Union, members of the Cooperativa San Jos? Credit Union in the Dominican Republic will have access to investment services.

• United Nations FCU CUSO Extends Reach to Caribbean

  By Michelle A. Samaad  |  January 26, 2011

  Members of the Cooperativa San Jos? Credit Union in the Dominican Republic will have access to investment services through an alliance with United Nations Federal Credit Union.