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
Benson, NC 27504
Credentials
Series 63, Series 65
Industry experience
11 years
$0+: 0.25% (Cash) $0+: 0.25% (Individual Fixed Income) $0+: 0.50% (All other Securities)
Account minimum: $3,500
Members Trust Company
2016 - Present (10 years)
Credit Union Investment Services
2014 - Present (12 years)
SeCU Life Insurance Company
2014 - Present (12 years)
SeCU Brokerage Services
2014 - Present (12 years)
State employees' credit union
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Fuquay Varina, NC
Fidelity
Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.
CFP®, Series 66
Garner, NC
Edward Jones
Series 66
Raleigh, NC
Fidelity
Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.
Series 66
Fuquay Varina, NC
Edward Jones
CFP®, Series 66
Holly Springs, NC
Edward Jones
CFP®, Series 66
Fuquay Varina, NC
Edward Jones
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