Unclaimed
Arthur M. Winstead is an investment advisor representative at Beacon Pointe Advisors, LLC. Arthur has over 20 years of experience in the financial services industry. Arthur has a strong background in financial planning, portfolio management, and consulting. Arthur is dedicated to providing personalized financial advice and guidance to individuals and families. Arthur's experience with PROEQUITIES, INC. and DMJ Wealth Advisors, LLC provides him with a comprehensive understanding of the financial needs of clients.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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NC
09/29/2021 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
NC
12/18/2001 - 06/03/2019
PROEQUITIES, INC. (GREENSBORO NC)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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