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Nicholas C
Series 66
Shelby, NC
Credit Union Investment Services
Nicholas Cato is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and two years of industry experience. He has worked with several related entities, including SECU Life Insurance Company and State Employees' Credit Union, where he serves as a Financial Advisory Services Specialist. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in non-discretionary advisory assets.
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