Ashlie Kelley Link

Current Employers

Employment History

• 04/2016 → Present
  Secu Brokerage Services
  Raleigh, NC
• 04/2016 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 11/2008 → Present
  State Employees' Credit Union
  Lincolnton, NC
• 08/2016 → Present
  Credit Union Investment Services
  Raleigh, NC
• 09/2017 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services District Manager. START DATE 11/2008. DUTIES: Supervise the offering of FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 4/2016. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Parent Association of Long Shoals Wesleyan Academy Address: 3019 Long Shoals Rd. Lincolnton, NC. 28092 Type of Business: Volunteer Title: Treasurer Duties: Maintaining funds, check writing, balancing account. Start Date: 10/01/2025 Hours Devoted per Month: 2-4 MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: SEPTEMBER, 2017. TITLE: TRUST REP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-15
• S63 Uniform Securities Agent State Law Examination
  2016-08-03

Other Names

• Ashlie Denise Kelley