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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Walker is an investment advisor representative with Credit Union Investment Services, located in Statesville, NC. Jennifer has been in the financial services industry since May 26, 2015. Jennifer's primary focus is on financial planning and portfolio management for individuals. She is a Series 6, Series 63 and Series 65 licensed advisor and holds the SIE designation. Jennifer is registered in the state of North Carolina.
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
02/20/2018 - Present
Credit Union Investment Services (Statesville NC)
IA
Issued 02/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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