Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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