Sandra FriesenCRD Number: 1882234
Current Firm: Morgan Stanley
Sandra Friesen (CRD# 1882234) is an Investment Advisor Representative working at Morgan Stanley in Wichita, KS and has over 27 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Morgan Stanley Smith Barney||Wichita, KS||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Wichita, KS||Apr 2007 - Current||10|
|First National Bank||Wichita, KS||Jan 1986 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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 investment companies (as well as "business development companies")
- 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