Blaklee Wolfe (CRD# 6299808) is an Investment Advisor Representative working at Credit Union Investment Services in Washington, NC and has over 3 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 1106654
Ameriprise Financial Services, LLC
CRD# 6929817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Employees' Credit Union | Plymouth, NC | Sep 2023 - Current | < 1 |
| Secu Life Insurance Company | Raleigh, NC | Sep 2023 - Current | < 1 |
| Secu Brokerage Services | Raleigh, NC | Sep 2023 - Current | < 1 |
| Credit Union Investment Services | Raleigh, NC | Sep 2023 - Current | < 1 |
| Capital Investment Group Inc. | Raleigh, NC | Jun 2019 - Sep 2023 | 4 |
| Sherry Wolfe Capital Investments | Washington, NC | Jan 2019 - Sep 2023 | 4 |
| Bellevue Animal Hospital | Bellevue, WA | Mar 2018 - Jan 2019 | < 1 |
| Wells Fargo | Canyon Park, WA | Oct 2016 - Mar 2018 | 1 |
| Wells Fargo | Belhaven, NC | Mar 2016 - Oct 2016 | < 1 |
| First South Bank | Chocowinity, NC | Jul 2015 - Mar 2016 | < 1 |
| Sherry Wolfe Capital Investments | Washington, NC | Nov 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- NC
-
Total Assets Under Management0MILLIONS
-
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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