Credit Union Investment Services
About this Advisor
Amber Roemmich is an investment advisor whose office is in Hillsborough, North Carolina. Currently an advisor at Credit Union Investment Services, Roemmich has 10 years of work experience. Roemmich has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Roemmich can act as a financial advisor based out of North Carolina. During their career, Roemmich has held roles at Secu Brokerage Services, Secu Life Insurance Company, Members Trust Company, State Employees' Credit Union, Homemaker and Credit Union Investment Services. Credit Union Investment Services is located in Hillsborough, North Carolina, and operates out of 267 other offices in the country. As a company, Credit Union Investment Services employs more than 540 people. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Credit Union Investment Services offers portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Credit Union Investment Services Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Amber Roemmich Work History
Amber has 10 years of experience.
Secu Brokerage Services
Secu Life Insurance Company
Credit Union Investment Services
Members Trust Company
State Employees' Credit Union
Amber Roemmich has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Credit Union Investment Services
Southern Pines, NC
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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