Steven Wisnewski (CRD# 4646148) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 20 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5947069
Edward Jones
CRD# 5438618
Invesco Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities Inc. | Mcdonough, GA | Mar 2009 - Current | 15 |
| Various Insurance Carriers For W & R Insurance Agencies | Smyrna, GA | May 2003 - Current | 20 |
| Waddell & Reed, Inc. | Atlanta, GA | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- GA
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts1,630ACCOUNTS
-
Average Account Value$224,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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