CT
Chelsea H. Trimble
CREDIT UNION INVESTMENT SERVICES
Hillsborough, NC 27278
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CRD#: 5134851
CT
Professional summary
Chelsea Hunt Trimble, who also goes by Chelsea Mckinne Hunt, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Hillsborough, North Carolina and SECU BROKERAGE SERVICES located in Chapel Hill, North Carolina.
Chelsea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Chelsea has worked at 3 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chelsea Mckinne Hunt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE 8/2007. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 8/2016. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Mary Kay. Not investment related. Address: 2986 Grassy Knoll Cir, Thomasville, NC 27360. Nature: Cosmetics sales. Title: Owner/Consultant. Start date: 2/14/2018. Devote no time per month to other business during business hours or otherwise. Duties: Sell cosmetics. Rental property. Shadow Valley Rd Condo, 2233 Shadow Valley Rd Unit B, High Point, NC 27265. Investment related. Nature: rental property. Title: Owner. Start date: 5/20/2019. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: authorize repairs/communicate with rental company. Rental property. Investment related. 2218 A Shadow Valley Rd, High Point, NC 27265. Nature: Real estate/rental property. Title: Owner. Start date 4/22/2021. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: Landlord. Rental property. Investment related. 2219 B Shadow Valley Rd, High Point, NC 27265. Nature: Real estate/rental property. Title: Owner. Start date 4/5/2021. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: Landlord. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: July, 2022. Title: Trust Rep.
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Hunt Trimble's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 1, 2016 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 1000 Us Hwy 70 East, Hillsborough, NC 27278RIA
CRD#: 144871
Hillsborough, NC
Current
October 13, 2016 - Present
SECU BROKERAGE SERVICES
Office #1: 310 Pittsboro Street, Chapel Hill, NC 27514Office #2: 1000 Us Hwy 70 East, Hillsborough, NC 27278BD
CRD#: 19899
Chapel Hill, NC
Past
July 25, 2006 - June 19, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HIGH POINT, NC
Past
June 7, 2006 - June 19, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HIGH POINT, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(10/13/2016)
IAR
North Carolina(12/1/2016)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CU
CREDIT UNION INVESTMENT SERVICES
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.
CRD#: 144871 / SEC#:
North Carolina
Registered Investment Advisory firm - (9/5/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
Mailing Address
Po Box 26807, Raleigh, NC 27611
Phone number
(800) 451-5467
Established
Firm type
Fiscal year end
# of Employees
258
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Hillsborough, NC 27278TRUST BUT VERIFY
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