Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Winkler is a registered investment advisor representative with Advisors Asset Management, Inc. Brian Winkler is based in Melville, New York and has been in the industry since 2000. Brian Winkler has passed the Series 63, 66, 7, and 24 exams. Brian Winkler was previously registered with Hennion & Walsh, Inc., Equinox Group Distributors, LLC, OppenheimerFunds Distributor, Inc., and Bluestone Capital Partners, L.P. Advisors Asset Management, Inc. has offices in Monument, Colorado and Melville, New York. Advisors Asset Management, Inc. is a registered investment advisor that provides a variety of services, including portfolio management for individuals, businesses, and investment companies.
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.
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.
Supervisor/evaluator to unit investment trusts
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.
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2
NY
06/06/2023 - Present
Advisors Asset Management, Inc. (MELVILLE NY)
NY
10/18/2021 - 09/09/2024
ADVISORS ASSET MANAGEMENT, INC. (NEW YORK NY)
NJ
03/19/2014 - 10/21/2021
HENNION & WALSH, INC. (PARSIPPANY NJ)
NY
05/24/2013 - 03/14/2014
EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)
NY
11/15/2000 - 04/04/2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/05/2000 - 11/02/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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