Joel GiustiCRD Number: 5100926
Current Firm: Cuna Brokerage Services, Inc.
Joel Giusti (CRD# 5100926) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Albany, OR and has over 15 years of experience in the finance industry.
True Private Wealth Advisors, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Oct 2016 - Current||5|
|Cuna Mutual Group||Waverly, IA||Oct 2016 - Current||5|
|Ameriprise Financial Services Inc.||Salem, OR||Jun 2015 - Sep 2016||1|
|Wells Fargo Advisors, LLC||Portland, OR||Jun 2013 - Jun 2015||2|
|Edward Jones||St Louis, MO||Jun 2010 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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