Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kisha? Claim Your ProfileKisha Ellerbe is a registered investment advisor representative with Credit Union Investment Services. Kisha has been in the financial services industry since 1997. Kisha is also a registered representative with State Employees' Credit Union and SECU Life Insurance Company. Kisha is also a Trust Representative with Members Trust Company. Kisha has a Series 6, Series 63, Series 65 and SIE licenses. Kisha provides financial planning and portfolio management for 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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NC
10/25/2017 - Present
Credit Union Investment Services (Rockingham NC)
IA
Issued 10/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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