Raleigh, NC Town Center Dr Office

Benjamin Foreman is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2014. Foreman also serves as a financial advisory services specialist and life insurance agent for State Employees' Credit Union and its affiliates. 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, mostly index-based mutual funds and ETFs, with salaried advisers who provide recommendations while clients retain final decision authority.

Elvis Dobro is a financial advisor with Credit Union Investment Services in Raleigh, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior experience includes roles at Wells Fargo and Citigroup Global Markets. He is also a Financial Advisory Services Specialist with State Employees' Credit Union and an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning with a goals-based approach that emphasizes long-term investing in low-cost mutual funds and ETFs. The firm operates within a credit-union ecosystem and provides clients with a range of related financial services through affiliated entities.