Ioulia A. Link
Professional summary
Ioulia Aleksandrovna Link, CFP®, who also goes by Ioulia Bouzova Link, Julia A. Link, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Mooresville, North Carolina and SECU BROKERAGE SERVICES located in Concord, North Carolina.
Ioulia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ioulia has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ioulia Aleksandrovna Link's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2009 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 111 Brawley School Rd, Mooresville, NC 28117April 3, 2009 - Present
SECU BROKERAGE SERVICES
Office #1: 60 Raiford Dr Nw, Concord, NC 28027Office #2: 111 Brawley School Rd, Mooresville, NC 28117Office #3: 11605 Redbridge Boulevard, Locust, NC 28097State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/9/2009)
(6/11/2009)
Exams
Series 7TO
Date: 6/13/2022
General Securities Representative ExaminationFINRA
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
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#: 144871Mooresville, NC 28117TRUST BUT VERIFY
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