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Keith B
Series 63, Series 65
Troy, NC
Credit Union Investment Services
Keith Bell is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Fifth Third Bank, and currently multiple positions within the State Employees' Credit Union enterprise, including trust and financial advisory services. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.
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