Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Winaker is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with J.P. Morgan Securities LLC and holds a Series 6, Series 7, and Series 66 license. Andrew has a strong track record of providing financial advice to individuals, families, and businesses. He is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
06/15/2020 - Present
J.p. Morgan Securities LLC (DELRAY BEACH FL)
FL
09/21/2016 - 04/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
FL
03/22/2012 - 09/08/2016
SUNTRUST INVESTMENT SERVICES, INC. (DEERFIELD BEACH FL)
FL
01/15/2010 - 03/27/2012
LPL FINANCIAL LLC (BOCA RATON FL)
FL
04/17/2009 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
09/09/2008 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
FL
10/25/2007 - 09/15/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (JUNO BEACH FL)
FL
05/23/2003 - 10/30/2007
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
FL
05/23/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
BOTH
Issued 10/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 5/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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