Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Mullahey is a financial advisor with Credit Union Investment Services. Emily has been in the financial industry for over 10 years and is licensed to provide both investment advisory services and broker-dealer services in North Carolina. Emily holds both Series 6 and Series 63 licenses as well as the Series 65 and SIE exams. Emily specializes in financial planning, investment management for individuals, and provides educational seminars to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/11/2016 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 01/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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