Advisor at Credit Union Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Credit Union Investment Services
Location
Morehead City, NC 28557
Credentials
Series 63, Series 66
Industry experience
20 years
Caroline Georgiadis is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her career includes roles at Allegacy Federal Credit Union and Cuso Financial Services, as well as current positions with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She also serves as a Financial Advisory Services Specialist and insurance agent within the SECU network. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.
Based on Credit Union Investment Services
Based on Credit Union Investment Services
$0+: 0.25% for Cash $0+: 0.25% for Individual Fixed Income $0+: 0.50% for All other Securities
Account minimum: $3,500
5073 Executive Dr.
Morehead City, NC 28557
North Carolina
Members Trust Company
2024 - Present (2 years)
SECU Life Insurance Company
2022 - Present (4 years)
SECU Brokerage Services
2022 - Present (4 years)
State Employees' Credit Union
2022 - Present (4 years)
Allegacy Federal Credit Union
2009 - 2022 (13 years)
Cuso Financial Services, Lp
2009 - 2022 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Morehead City, NC
Sollinda Capital Management LLC
Series 63, Series 66
Morehead City, NC
OSAIC Institutions, INC.
Series 66
Morehead City, NC
Good Life Advisors, LLC
Series 63, Series 66
Morehead City, NC
Capitol Securities Management, Inc.
Series 63, Series 65
Havelock, NC
First Command Advisory Services
Series 63, Series 65
Newport, NC
First Citizens Investor Services, Inc.
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