Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Poole is a financial advisor with Credit Union Investment Services. Emily has been working in the financial services industry since 2011 and is registered in North Carolina. She is licensed to offer investment advice as both a Registered Representative and an Investment Advisor Representative. Emily has a strong background in financial planning and portfolio management, and she is committed to helping her clients achieve their financial goals. She is also a licensed agent for SECU Life Insurance Company. Emily has a special interest in providing financial services to members of the State Employees' Credit Union.
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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NC
03/23/2012 - Present
Credit Union Investment Services (Southport NC)
IA
Issued 03/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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