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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Winston is an investment advisor representative with Coldstream Wealth Management. Arthur has over 10 years of experience in the financial services industry. He is a registered representative in California, Georgia, Massachusetts, New Mexico, and Washington. Arthur specializes in providing financial planning services, portfolio management for individuals and businesses, and retirement planning services. Arthur holds a Series 66 license and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Voya Financial Advisors, Inc. and Symetra Securities, Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
11/10/2022 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
03/23/2018 - 04/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
12/01/2015 - 03/21/2018
VOYA FINANCIAL ADVISORS, INC. (Seattle WA)
WA
07/08/2015 - 12/09/2015
SYMETRA SECURITIES, INC. (BELLEVUE WA)
NH
06/05/2014 - 07/27/2015
PRINCOR FINANCIAL SERVICES CORPORATION (SALEM NH)
MA
10/02/2012 - 06/12/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (QUINCY MA)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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