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EC

Emma L. Corneliussen

CREDIT UNION INVESTMENT SERVICES
Lexington, NC 27295
CRD#: 7744016
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EC
Emma Luckadoo CorneliussenCREDIT UNION INVESTMENT SERVICES

Professional summary


Emma Luckadoo Corneliussen, who also goes by Emma Kerr Luckadoo, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Lexington, North Carolina and SECU BROKERAGE SERVICES located in Lexington, North Carolina.

Emma is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Emma has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Emma Kerr Luckadoo

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Emma Luckadoo Corneliussen'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®
None

Experience


Current

September 20, 2023 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 404 Piedmont Dr, Lexington, NC 27295
RIA
CRD#: 144871
Lexington, NC
Current

August 16, 2023 - Present

SECU BROKERAGE SERVICES

Office #1: 404 Piedmont Dr, Lexington, NC 27295
BD
CRD#: 19899
Lexington, 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
(9/20/2023)
IAR
North Carolina
(9/20/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2023
General Securities Representative Examination
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)
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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

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 110,960

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Lexington, NC 27295

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