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Chelsea Hunt Trimble

Credit Union Investment Services

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About Chelsea Hunt Trimble

Chelsea Trimble is an investment advisor representative with Credit Union Investment Services in Hillsborough, NC. Chelsea has been working in the financial services industry since September 2006, with prior experience at Ameriprise Financial Services, Inc.. Chelsea holds FINRA Series 6, 7, 63, and 65 licenses and has earned the SIE certification. Chelsea has a strong background in providing financial services and helping clients with their financial planning needs. In addition to working with individuals, Chelsea also works with clients at State Employees' Credit Union.

Firm Information

Chelsea Trimble 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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Chelsea Trimble’s Registration & Firm History

NC

12/01/2016 - Present

Credit Union Investment Services (Hillsborough NC)

NC

06/07/2006 - 06/19/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)

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Licenses & Designations

IA

Issued 12/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chelsea Hunt Trimble.
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