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Brandie Trecee Fintchre

Investment adviser representative at First Citizens Investor Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. First Citizens BankFeb 2022 to now
  2. First Citizens Investor Services, Inc.May 2017 to now
  3. PNC InvestmentsMar 2012 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (NC).

First Citizens Investor Services, Inc.

$2.6BAssets managed
7,645Clients
323Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4791987
Firm CRD
44430
Advisor's SEC record (opens in a new tab)
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