Airis A. Abolins
Professional summary
Airis Alexander Abolins, CIMA®, who also goes by Alex Abolins, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Raleigh, North Carolina.
Airis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Airis has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Airis Alexander Abolins's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2023 - Present
CREDIT UNION INVESTMENT SERVICES
Office #1: 801 Hillsborough St. 3rd Floor, Raleigh, NC 27603September 1, 2017 - May 13, 2021
FIRST OAK WEALTH MANAGEMENT, LLC
June 21, 2017 - July 12, 2017
FIRST OAK WEALTH MANAGEMENT, LLC
May 1, 2017 - June 20, 2017
HAYDEN ROYAL
April 3, 2017 - April 20, 2017
HAYDEN ROYAL
October 7, 2009 - April 3, 2017
DAVIS WEALTH MANAGEMENT
December 21, 2000 - June 12, 2009
WELLS FARGO CLEARING SERVICES, LLC
June 14, 1997 - December 19, 2000
VERITY INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2023)
Exams
Current Firm
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 110,960 |
Red Flags
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Company Information
CREDIT UNION INVESTMENT SERVICES
CRD#: 144871Raleigh, NC 27603TRUST BUT VERIFY
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