Caterina CostanteCRD Number: 3096165
Current Firm: Cuna Brokerage Services, Inc.
Caterina Costante (CRD# 3096165) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Dallas, TX and has over 19 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Summit Financial Group Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2003 - Current||14|
|Cuna Mutual Group||Waverly, IA||Nov 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV