
Caroline Fuerniss (CRD# 6239353) is an Investment Advisor Representative working at Morgan Stanley in Birmingham, AL and has over 4 years of experience in the finance industry.
CRD# 5422273
Hightower Advisors, LLC
Score
103

CRD# 1469265
Wesban Financial Consultants, P.c.
Score
101

CRD# 5556427
Raymond James & Associates, Inc.
Score
101
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Current | 3 |
Morgan Stanley | Birmingham, AL | Aug 2013 - Current | 4 |
Unemployed | Birmingham, AL | Jun 2013 - Jul 2013 | < 1 |
Cathedral Church Of The Advent | Birmingham, AL | Jan 2013 - May 2013 | < 1 |
University Of Viginia | Charlottesville, VA | Aug 2012 - Dec 2012 | < 1 |
Piper Place West | Birmingham, AL | May 2012 - Aug 2012 | < 1 |
University Of Virginia | Charlottesville, VA | Aug 2011 - May 2012 | < 1 |
Piper Place West | Birmingham, AL | May 2011 - Aug 2011 | < 1 |
University Of Virginia | Charlottesville, VA | Aug 2010 - May 2011 | < 1 |
Sparks & Favor | Birmingham, AL | May 2010 - Aug 2010 | < 1 |
University Of Virginia | Charlottesville, VA | Aug 2009 - May 2010 | < 1 |
Mountain Brook Schools | Birmingham, AL | Aug 1996 - Aug 2009 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- AL
-
Total Assets Under Management598,503MILLIONS
-
Total Number of Accounts1,610,240ACCOUNTS
-
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.