TC
CFP
TC
CFP

Tenesha Carter

19 Years of Experience
Raleigh, NC
BrokerSells Insurance

Tenesha Carter is a CFP-designated registered investment advisor, based in Raleigh, NC, with 19 years of industry experience.

Location

801 Hillsborough St, 3rd Floor, Raleigh, NC, 27603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tenesha is a Senior Vice President at State Employees' Credit Union and a Trust Rep for Members Trust Company, dedicating minimal time to the latter. She is also an agent for SECU Life Insurance Company, selling life insurance as required by her position at the credit union.

Employment History
Current Registrations
Secu Brokerage Services
April 2022 - Present · 4 yrs 1 mo
Credit Union Investment Services
April 2022 - Present · 4 yrs 1 mo
Secu Brokerage ServicesBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Credit Union Investment Services
October 2007 - September 2021 · 13 yrs 11 mos
Xcu Capital Corporation, INC.
October 2007 - October 2007 · 0 mos
Secu Brokerage ServicesBroker
August 2006 - September 2021 · 15 yrs 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tenesha Carter - Financial Advisor | TrueAdvisor