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Kristina Jones Hamilton

Credit Union Investment Services

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About Kristina Jones Hamilton

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.

Firm Information

Kristina Hamilton is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristina Hamilton’s Registration & Firm History

NC

04/19/2013 - Present

Credit Union Investment Services (Rolesville NC)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Jones Hamilton.
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