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.
Location
Nags Head, NC 27959
Credentials
Series 63, Series 65
Industry experience
13 years
Joie White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at State Employees' Credit Union since 2008 and serves as a Financial Advisory Services District Manager. White also acts as a Trust Representative for Members Trust Company and is an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.
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
2609 Croatan Hwy South, The Shoppes @ 10.5
Nags Head, NC 27959
North Carolina
State employees' credit union
2014 - Present (12 years)
Members Trust Company
2013 - Present (13 years)
Credit Union Investment Services
2012 - Present (14 years)
Secu Brokerage Services
2012 - Present (14 years)
State employees' credit union
2008 - Present (18 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.
CFP®, Series 66
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CFA®
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Series 65, Series 66
Kitty Hawk, NC
Hutchins Canning & Company PA
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Series 63, Series 65
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Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.
Series 66
Harbinger, NC
Faithward Advisors, LLC
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Series 65
Kill Devil Hills, NC
Interactive Financial Advisors
Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.
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