Raymond SammakCRD Number: 1261931
Current Firm: Cuna Brokerage Services, Inc.
Raymond Sammak (CRD# 1261931) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in New City, NY and has over 33 years of experience in the finance industry.
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
American Portfolios Advisors, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2001 - Current||16|
|Cuna Mutual Group||Waverly, IA||Dec 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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