Macy KorolnekCRD Number: 6326403
Current Firm: Edward Jones
Macy Korolnek (CRD# 6326403) is an Investment Advisor Representative working at Edward Jones in New Bedford, MA and has over 3 years of experience in the finance industry.
Four Ponds Financial Planning
Oppenheimer & Company Inc.
Axis Advisors, LLC
|Edward Jones||St. Louis, MO||May 2014 - Current||4|
|Guaranteed Rate||Warwick, RI||Oct 2013 - May 2014||< 1|
|Maverick Funding Corp||Warwick, RI||Oct 2011 - Oct 2013||2|
|Residential Mortgage Services||Dartmouth, MA||Sep 2011 - Oct 2011||< 1|
|Unemployed||N/a, MA||May 2009 - Sep 2011||2|
|Oracle Corporation||Burlington, MA||Jan 2008 - May 2009||1|
|Unemployed||N/a, MA||Nov 2007 - Jan 2008||< 1|
|Countrywide Financial||Plymouth, MA||Sep 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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)
AK, 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.