Amber
Roemmich

Credit Union Investment Services

CRD#6747076
Investment Advisor
in Hillsborough, NC

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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

Series 65, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2313 Old Nc 86
Hillsborough, NC 27278

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

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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.

2017 - Present (4 years)

Secu Brokerage Services

2017 - Present (4 years)

Secu Life Insurance Company

2017 - Present (4 years)

Credit Union Investment Services

2014 - Present (7 years)

Members Trust Company

2012 - Present (9 years)

State Employees' Credit Union

2010 - 2012 (2 years)

Homemaker

Disclosures

Amber Roemmich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Mark Evans
Raleigh, NC
Stephen Pierce
Raleigh, NC
Brian Troskey
Southern Pines, NC
Melissa Terry
Raleigh, NC
Jason Drake
Pittsboro, NC
Michael Rawls
Greensboro, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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