Wanda J. Arrington
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Wanda Jewel Arrington, CFP®, who also goes by Jewel Arrington Morse, Jewel Van Osselaer, was a registered financial professional .
Wanda is a previously registered financial professional and started their career in finance in 2008. Wanda had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 2013 - January 14, 2020
PER STIRLING CAPITAL MANAGEMENT, LLC
March 24, 2010 - December 8, 2014
JEWEL ARRINGTON, LLC
November 20, 2008 - December 31, 2009
CHOICE ADVISORY GROUP, INC.
Primary Firm SEC Registration
PER STIRLING CAPITAL MANAGEMENT, LLC
CRD#: 151671 / SEC#: 801-70707
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
PER STIRLING CAPITAL MANAGEMENT, LLC
CRD#: 151671 / SEC#: 801-70707
Contact information
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,584 |
| AUM (Assets Under Management) | $ 1,387,216,441 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
