Chelsea Trimble (CRD# 5134851) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 17 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Jul 2022 - Current | 1 |
| Credit Union Investment Services | Raleigh, NC | Oct 2016 - Current | 7 |
| Secu Brokerage Services | Raleigh, NC | Aug 2016 - Current | 7 |
| Secu Life Insurance Company | Raleigh, NC | Aug 2016 - Current | 7 |
| State Employees' Credit Union | Chapel Hill, NC | Aug 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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