Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kjersti? Claim Your ProfileKjersti Lynne Lockhart is a financial advisor with Credit Union Investment Services in Roxboro, North Carolina. Kjersti has been in the industry since July 2016 and is registered with the state of North Carolina. Kjersti has experience working with individuals and provides a variety of financial planning services to her clients.
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.
1
2
NC
11/02/2021 - Present
Credit Union Investment Services (Roxboro NC)
IA
Issued 11/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kjersti Lockhart is the right advisor for you? Invested Better is here to help.
