Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Taylor Hodges is a financial advisor with Credit Union Investment Services. Jamie has been in the financial services industry for over 7 years. Jamie holds the Series 7, 66, and 24 licenses, and has experience in financial planning and portfolio management for individuals. Jamie also has experience in working with State Employees' Credit Union and SECU Life Insurance Company. Jamie is dedicated to providing excellent service to her 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
06/24/2022 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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