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Nicholas Simon Aldridge

Credit Union Investment Services

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About Nicholas Simon Aldridge

Nicholas Aldridge is a financial advisor with Credit Union Investment Services, based in Black Mountain, North Carolina. Nicholas has been working in the financial services industry since January 16, 2011. Nicholas is registered with the state of North Carolina as both a Registered Representative and an Investment Advisor Representative. Nicholas holds the Series 6, Series 7TO, and Series 63 licenses. Nicholas is committed to providing comprehensive financial planning and investment management services to individuals.

Firm Information

Nicholas Aldridge 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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Nicholas Aldridge’s Registration & Firm History

NC

06/08/2011 - Present

Credit Union Investment Services (BLACK MOUNTAIN NC)

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Licenses & Designations

IA

Issued 06/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Simon Aldridge.
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