UNFCU Advisors charges a flat fee annually to its single client for investment management services. If the agreement is terminated before the end of the year, a prorated refund will be provided.
2 Un Plaza, 3rd Floor, New York, NY, 10017
Get directionsJoseph is a board member for Finances for the Fearless, managing director for United Nations Federal Credit Union Advisors GmbH, president of United Nations Federal Credit Union Advisors, an agent for Industrial Coverage, an investment professional for Copper Financial, and FVP Deposit Products Officer for United Nations Federal Credit Union. He dedicates nearly full-time hours to his roles at United Nations Federal Credit Union and Copper Financial.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.