MW
MW

Maria Fernanda Wojciechowski

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,510 clients
Average Client Portfolio
$107K average
Assets Under Management
$161.4M

Fee Structure

Minimum Investment:$250K
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Location

2565 Marshall Road, Suite C, Biloxi, MS, 39531

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Maria is a trustee for her father's trust since 2019 and assists the University of South Alabama's fundraising committee for 2 hours per month. She is also a life insurance agent with Roberts Wealth Management, dedicating full-time hours to this business.

Employment History
Current Registrations
Rwm Capital, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - March 2023 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - March 2023 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
July 2018 - June 2021 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2018 - June 2021 · 3 yrs 1 mo
State Registrations4 states
ALFLLATX
Advisor
Exams
No exam information available for this advisor.