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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Baldwin is an investment advisor representative with Credit Union Investment Services, a firm that has been in business since 2007. Kelly has been working in the financial services industry since 2004. Kelly is a registered investment advisor in North Carolina, where the firm is headquartered. Credit Union Investment Services has approximately 35,000 clients and is headquartered in Raleigh, NC. The firm offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars. Kelly specializes in providing financial advice to individuals.
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
09/18/2007 - Present
Credit Union Investment Services (Mint Hill NC)
NC
07/06/2004 - 04/20/2006
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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