Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ioulia? Claim Your ProfileIoulia Link is a financial advisor with over 14 years of experience. Ioulia is a registered representative with FINRA and a registered investment advisor with the state of North Carolina. Ioulia is also a Certified Financial Planner. Ioulia is currently employed by Credit Union Investment Services and has previously held positions with State Employees' Credit Union, Members Trust Company, and SECU Life Insurance Company. Ioulia focuses on providing financial planning and portfolio management services to individuals.
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
06/11/2009 - Present
Credit Union Investment Services (Mooresville NC)
IA
Issued 06/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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