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Kayla Reed Smith

Credit Union Investment Services

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About Kayla Reed Smith

Kayla Reed Smith is an investment advisor representative at Credit Union Investment Services, working out of their Statesville, NC branch. Kayla has been in the financial services industry since 2019 and holds Series 63, 65, 7TO, and 24 licenses. Kayla specializes in financial planning, portfolio management for individuals, and educational seminars. Kayla is registered to provide investment advice in North Carolina.

Firm Information

Kayla Smith 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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Kayla Smith’s Registration & Firm History

NC

10/21/2022 - Present

Credit Union Investment Services (Statesville NC)

NC

04/01/2019 - 04/11/2022

SECU BROKERAGE SERVICES (STATESVILLE NC)

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Licenses & Designations

IA

Issued 06/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 12/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kayla Reed Smith.
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