Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Lynn House is a financial advisor at Credit Union Investment Services. Kristi has been in the industry for 10 years and holds a Series 6, Series 7TO, Series 63, Series 65, and Series 66 license. Kristi specializes in providing financial planning and portfolio management services to individuals. Kristi also offers educational seminars to help clients learn more about financial planning.
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
03/08/2023 - Present
Credit Union Investment Services (Arden NC)
NC
08/24/2017 - 05/29/2019
SECU BROKERAGE SERVICES (ASHEVILLE NC)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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