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||11|
|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
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, WY