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Jesse Carl Hudson

Credit Union Investment Services

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About Jesse Carl Hudson

Jesse Carl Hudson is a financial advisor registered with Credit Union Investment Services. Jesse is a financial advisor with over 10 years of experience in the industry. Jesse has a Series 6, Series 7, Series 63, and Series 65 license and specializes in financial planning, portfolio management, and educational seminars. Jesse has experience working with a variety of clients, including individuals, high-net-worth individuals, and businesses.

Firm Information

Jesse Hudson 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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Jesse Hudson’s Registration & Firm History

NC

07/20/2016 - Present

Credit Union Investment Services (Mount Airy NC)

NC

03/04/2016 - 06/09/2016

WELLS FARGO ADVISORS, LLC (LEWISVILLE NC)

NC

08/08/2012 - 01/12/2016

SECU BROKERAGE SERVICES (DOBSON NC)

NC

01/05/2009 - 03/04/2009

EDWARD JONES (MT. AIRY NC)

NC

04/10/2007 - 10/20/2008

WACHOVIA SECURITIES, LLC (WINSTON-SALEM NC)

NC

02/07/2006 - 12/05/2006

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Carl Hudson.
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