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Jenna Tucker Middleton

Credit Union Investment Services

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About Jenna Tucker Middleton

Jenna Tucker Middleton is an Investment Advisor Representative associated with Credit Union Investment Services. Jenna has been in the industry for over 10 years, holding positions at various financial institutions. Jenna is registered with the state of North Carolina as a both a Securities Agent and an Investment Advisor Representative. Jenna holds the Series 65, Series 63 and Series 6TO licenses. Jenna specializes in financial planning and portfolio management for individuals. Jenna is also a licensed life insurance agent with SECU Life Insurance Company and is an agent with Members Trust Company.

Firm Information

Jenna Middleton is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jenna Middleton’s Registration & Firm History

NC

12/10/2020 - Present

Credit Union Investment Services (Greensboro NC)

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Licenses & Designations

IA

Issued 12/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenna Tucker Middleton.
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