Jared
Ramsey

Credit Union Investment Services

CRD#6257834
Investment Advisor
in Hickory, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jared Ramsey is a financial advisor operating out of Hickory, North Carolina, who has been in the industry for 14 years. Ramsey works at Credit Union Investment Services. During their career, Ramsey has held roles at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Secu Life Insurance Company and Members Trust Company. Ramsey holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Credit Union Investment Services is a financial advisory business that has its headquarters in Hickory, North Carolina. It has offices in 267 locations and a total of 540 employees. Credit Union Investment Services provides a few services, such as portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules usually are based on which services the firm provides the client. However, fees charged by Credit Union Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3100 S Nc 127 Hwy
Hickory, NC 28602

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Jared Ramsey Work History

Jared has 14 years of experience.

2015 - Present (6 years)

Members Trust Company

2014 - Present (7 years)

Credit Union Investment Services

2014 - Present (7 years)

Secu Life Insurance Company

2013 - Present (8 years)

Secu Brokerage Services

2006 - Present (15 years)

State Employees' Credit Union

Disclosures

Jared Ramsey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Emily Mullahey
Raleigh, NC
Jason Drake
Pittsboro, NC
Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Ryan West
Black Mountain, NC
Michelle Dawkins
Randleman, NC
Wellby Rodberg
Asheville, NC
Brian Troskey
Southern Pines, 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started