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Airis Alexander Abolins

Credit Union Investment Services

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About Airis Alexander Abolins

Airis Abolins is an investment advisor representative at Credit Union Investment Services, a firm registered with the SEC and located in Raleigh, NC. Airis has been in the financial services industry since 1997 and has worked for several firms including WELLS FARGO ADVISORS, LLC and VERITY INVESTMENTS, INC. Airis holds the Series 6, 7, 63, and 65 licenses. Airis specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Airis Abolins is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Airis Abolins’s Registration & Firm History

NC

04/28/2023 - Present

Credit Union Investment Services (Raleigh NC)

NC

12/21/2000 - 06/12/2009

WELLS FARGO ADVISORS, LLC (RALEIGH NC)

NC

06/14/1997 - 12/19/2000

VERITY INVESTMENTS, INC. (DURHAM NC)

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Licenses & Designations

IA

Issued 10/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Airis Alexander Abolins.
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