EM
Emily J. Mullahey
CREDIT UNION INVESTMENT SERVICES
Raleigh, NC 27603
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CRD#: 6531291
EM
Professional summary
Emily Jane Mullahey, CFP® is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Raleigh, North Carolina and SECU BROKERAGE SERVICES located in Raleigh, North Carolina.
Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Emily has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: 8/2012. 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: 7/2015. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: SEPTEMBER, 2016. TITLE: TRUST REP. Young Living. 300 W Hargett St, Apt 140, Raleigh, NC 27604. Nature: Beauty/Cosmetic Products Sales. Title: Member. Start date: 2/2/2021. Devote approximately 1 hour per month to other business, none during securities trading hours. Duties: None. Rental Income. Address: 4710 Black Mountain Path Raleigh, NC. 27612. Type of Business: Rental income. Title: Landlord. Duties: Maintain/ upkeep of property. Start Date: 06/2024. Compensation: $1950 per month. Hours per Month Devoted: 1 Amazon Associates Address: 2412 Condor Ct. Raleigh, NC 27615. Type of Business: Sales. Title: Influencer. Duties: Link products for sales commission. Start Date 07/09/2024. Hours per month: 5 Website: Amazon.com/shop/influencer.0e5f4c06. TikTop Shop Address: 2412 Condor Ct. Raleigh, NC. 27615. Type of Business: Sales. Title: Influencer. Duties: Link products for sales commission. Start Date: 07/09/2024. Hour per month: 5. Website: Tiktok.com
CRS (Client Relationship Summary) - RIA
Click below to view Emily Jane Mullahey'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®
Experience
Current
January 11, 2016 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 119 North Salisbury St, Raleigh, NC 27603RIA
CRD#: 144871
Raleigh, NC
Current
September 14, 2015 - Present
SECU BROKERAGE SERVICES
Office #1: 123 New Bern Place, Raleigh, NC 27601Office #2: 1010 New Bern Ave, Raleigh, NC 27602Office #3: 1595 Corporation Pkwy, Raleigh, NC 27604Office #4: 119 North Salisbury Street, Raleigh, NC 27603BD
CRD#: 19899
Raleigh, 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(10/27/2015)
IAR
North Carolina(1/11/2016)
Exams
State Security Law Exam
State Security Law 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#: 144871Raleigh, NC 27603TRUST BUT VERIFY
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