Unclaimed
Kristina Hamilton is a Registered Investment Advisor and a Registered Representative with over 10 years of experience in the financial services industry. Kristina is a District Manager at State Employees' Credit Union, where she provides financial services to eligible members. Kristina has been a Registered Representative for Credit Union Investment Services since July 2012. Kristina specializes in providing financial planning, portfolio management, and educational seminars 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
04/19/2013 - Present
Credit Union Investment Services (Rolesville NC)
IA
Issued 04/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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