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Noah Hollowell

Credit Union Investment Services

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About Noah Hollowell

Noah Hollowell is a financial advisor with Credit Union Investment Services. Noah has been in the industry since 2022. Noah's firm provides financial planning and portfolio management for individuals. They also offer educational seminars. Noah is registered with the State of North Carolina to provide investment advice. Noah has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66).

Firm Information

Noah Hollowell 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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Noah Hollowell’s Registration & Firm History

NC

04/11/2024 - Present

Credit Union Investment Services (Statesville NC)

NC

04/28/2022 - 03/19/2024

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Noah Hollowell.
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