Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Crawley is a registered investment advisor representative with Credit Union Investment Services. Jeremy has been in the industry since May 2009. Jeremy has a Series 6, Series 63, and Series 65 license and the SIE exam. Jeremy has experience working with State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and Members Trust Company. Jeremy is a financial advisor with a focus on portfolio management for individuals and financial planning.
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
07/10/2023 - Present
Credit Union Investment Services (CONCORD NC)
NC
10/29/2013 - 12/31/2021
SECU BROKERAGE SERVICES (WILSON NC)
IA
Issued 09/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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