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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 Howard Evans is a financial advisor with Credit Union Investment Services. Jennifer has been working in the financial industry since 2013. Jennifer is registered with the state of North Carolina as both an Investment Advisor Representative and a Broker-Dealer. Jennifer's areas of expertise include financial planning and portfolio management for individuals. Jennifer has passed the Series 6, Series 63, Series 65, and the SIE exams. Jennifer is committed to providing her clients with the best possible financial advice and service.
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
09/18/2017 - Present
Credit Union Investment Services (Wendell NC)
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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