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Matthew S
Series 66
Weaverville, NC
Credit Union Investment Services
Matthew Sykes is a financial advisor at Credit Union Investment Services with two years of industry experience. He holds a Series 66 designation and has worked in roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2024. Outside of finance, he is involved in a family painting business. Credit Union Investment Services primarily serves North Carolina residents with goals-based, non-discretionary financial advice focused on mutual funds, ETFs, and fixed income products. The firm operates within a credit-union ecosystem and emphasizes long-term investment horizons using low-cost index funds and planning software to assist clients.
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