Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buna? Claim Your ProfileBuna Cumbie has been an active financial advisor for over 30 years. Buna's professional career began in 1969 and she is currently registered with Park Avenue Securities LLC. Buna is a Series 63 and 65 licensed advisor and holds the Chartered Financial Consultant designation. Buna has worked with a variety of clients including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Buna has been registered in multiple states and currently holds registrations in Florida, Maryland, Pennsylvania, South Carolina and Virginia. Buna's experience and expertise make her a valuable resource for clients seeking financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
11/09/2007 - Present
Park Avenue Securities LLC (COLUMBIA MD)
NY
03/14/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
07/01/1987 - 02/17/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
01/24/1984 - 07/09/1987
PW SECURITIES, INC.
NA
03/31/1981 - 12/19/1983
CARDELL & ASSOCIATES, INCORPORATED
NA
05/26/1978 - 05/06/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
04/03/1969 - 07/08/1978
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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