Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Fredrick Hoopes is a financial advisor with Credit Union Investment Services. Kyle has been in the industry since 2014 and is registered with the state of North Carolina. Kyle specializes in Financial Planning and Portfolio Management for individuals. Kyle provides financial services to members of the State Employees' Credit Union and also serves as a life insurance agent for SECU Life Insurance Company.
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
01/11/2023 - Present
Credit Union Investment Services (Carrboro NC)
IA
Issued 01/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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