Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Winckler is a registered representative with Geneos Wealth Management, Inc. based in Englewood, CO. Andrea has a strong background in financial services, having earned their Series 7, Series 66 and Series 24 licenses. Andrea has been active in the industry since September 2019.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
09/25/2019 - Present
Geneos Wealth Management, Inc. (Englewood CO)
BC
Issued 03/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrea Winckler is the right advisor for you? Invested Better is here to help.
