Stewart ConoverCRD Number: 1132023
Current Firm: Cuna Brokerage Services, Inc.
Stewart Conover (CRD# 1132023) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Port Charlotte, FL and has over 30 years of experience in the finance industry.
Seacure Advisors LLC
Alkire Financial Advisory, Inc.
Raymond James Financial Services Advisors, Inc.
|Cuna Mutual Group||Waverly, IA||May 2001 - Current||16|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
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