Astra LindholmCRD Number: 6091635
Current Firm: Morgan Stanley
Astra Lindholm (CRD# 6091635) is an Investment Advisor Representative working at Morgan Stanley in Punta Gorda, FL and has over 3 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Signator Investors, Inc.
Darryll R. Bauchert, Sr., Mba, Cfp
|Morgan Stanley||Fort Myers, FL||Oct 2012 - Current||4|
|Charlotte State Bank And Trust||Port Charlotte, FL||Feb 2012 - Oct 2012||< 1|
|Not Employed||Port Charlotte, FL||Oct 2011 - Feb 2012||< 1|
|State Bank Of Illinois||West Chicago, IL||Dec 1988 - Sep 2011||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
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
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