Kelly BaldwinCRD Number: 4791601
Current Firm: Credit Union Investment Services
Kelly Baldwin (CRD# 4791601) is an Investment Advisor Representative working at Credit Union Investment Services in Mint Hill, NC and has over 18 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Secu Life Insurance Company||Raleigh, NC||Oct 2014 - Current||8|
|Members Trust Company||Tampa, FL||Nov 2008 - Current||14|
|Credit Union Investment Services||Raleigh, NC||Sep 2007 - Current||15|
|Secu Brokerage Services||Raleigh, NC||Apr 2004 - Current||19|
|State Employees' Credit Union||Mint Hill, NC||May 1985 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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