Kisha Ellerbe (CRD# 6681552) is an Investment Advisor Representative working at Credit Union Investment Services in Rockingham, NC and has over 7 years of experience in the finance industry.
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
CRD# 3252195
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Nov 2018 - Current | 5 |
| Credit Union Investment Services | Raleigh, NC | Nov 2016 - Current | 7 |
| Secu Brokerage Services | Raleigh, NC | Jul 2016 - Current | 7 |
| Secu Life Insurance Company | Raleigh, NC | Jul 2016 - Current | 7 |
| State Employees' Credit Union | Rockingham, NC | Mar 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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