Steven MorneauCRD Number: 5602073
Current Firm: Cuna Brokerage Services, Inc.
Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Hooksett, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2014 - Current||3|
|Heritage Family Credit Union||Rutland, VT||Jul 2014 - Current||3|
|Horace Mann||Rutland, VT||Sep 2008 - Jul 2014||5|
|Owis Nest Golf Club||Campton, NH||Apr 2006 - Sep 2008||2|
|Sport Thoma||Waterville, NH||Oct 2007 - Apr 2008||< 1|
|Joe Jones Ski & Sports||Waterville, NH||Oct 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
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