Carol EejimaCRD Number: 1034073
Current Firm: Arete Wealth Advisors, LLC
Carol Eejima (CRD# 1034073) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Arete Wealth Management, LLC||Chicago, IL||Mar 2009 - Current||9|
|Meglaur, Inc. Dba Eejima & Associates||Burlingame, CA||Apr 1979 - Current||39|
|Private Wealth Advisors, Inc.||Portland, OR||Jan 2009 - Mar 2009||< 1|
|Private Consulting Group, Inc.||Portland, OR||Jul 2006 - Mar 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management808MILLIONS
Total Number of Accounts4,969ACCOUNTS
Average Account Value$162,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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