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Jennifer W

Series 63, Series 65

Statesville, NC

Credit Union Investment Services

Jennifer Walker is a financial advisor with Credit Union Investment Services in Statesville, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked with Members Trust Company since 2019 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2015 or earlier. Walker serves as a Financial Advisory Services Specialist at State Employees' Credit Union and acts as a life insurance agent for SeCU Life Insurance Company. Credit Union Investment Services serves individual investors and some trust clients 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, with advisor recommendations implemented at the client’s discretion.

General retirement planning Passive / index investing
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