Joann MastersCRD Number: 5443368
Current Firm: Morgan Stanley
Joann Masters (CRD# 5443368) is an Investment Advisor Representative working at Morgan Stanley in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Morgan Stanley Smith Barney||Cedar Rapids, IA||Sep 2011 - Current||6|
|Merrill Lynch||Cedar Rapids, IA||Oct 2007 - Sep 2011||3|
|The Science Station||Cedar Rapids, IA||Apr 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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