Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Erwin Johnson is a financial advisor with Credit Union Investment Services. James has been in the financial services industry since February 2012. James is registered in North Carolina as both a broker and an investment advisor representative. James holds the Series 66, Series 7TO, and SIE licenses. James is a specialist in retirement, college savings, and insurance.
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
02/09/2023 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 02/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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