Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Allen Smith is a financial advisor with Credit Union Investment Services, based in Raleigh, NC. Jeremy holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He offers a range of investment services, including portfolio management for individuals and financial planning. Jeremy's experience includes working with State Employees' Credit Union since August 2011 and Members Trust Company since October 2018.
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
01/08/2018 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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