Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Hardy is a financial advisor at Credit Union Investment Services. Jacob has been a registered representative for over 14 years and holds Series 6, 63 and 65 licenses. He is also a registered Investment Advisor Representative. Jacob has experience in providing financial services to individuals and has been a member of the financial industry since 2008. Jacob Hardy's areas of expertise include financial planning and portfolio management. Jacob Hardy provides financial advice to clients in the areas of retirement planning, college savings, and investment management. He specializes in helping clients achieve their financial goals. Jacob Hardy has a strong understanding of the financial markets and is committed to providing his clients with personalized, professional service. Jacob Hardy is an experienced financial advisor who is dedicated to helping clients achieve their financial goals.
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
11/06/2008 - Present
Credit Union Investment Services (Granite Quarry NC)
IA
Issued 11/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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