Richard GerundoCRD Number: 1105926
Current Firm: Cuna Brokerage Services, Inc.
Richard Gerundo (CRD# 1105926) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Miami, FL and has over 19 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 1997 - Current||20|
|Cuna Mutual Group||Waverly, IA||Aug 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||May 2001|
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