Unclaimed
Chester Winn is a financial advisor registered with LaSalle St. Investment Advisors, LLC. Chester has been a financial advisor for over 20 years, having been registered since 1999. Chester is a Series 6, 7, 63 and 66 licensed advisor, meaning they have the qualifications to offer a broad range of investment services to individuals, businesses, and retirement plans. Chester is currently registered in Indiana, Kentucky and Ohio. They are located at 3099 Breckenridge Lane, Suite 109 in Louisville, KY.
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.
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.
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2
KY
03/21/2022 - Present
Lasalle ST. Investment Advisors, LLC (Louisville KY)
KY
07/25/2014 - 12/15/2017
INVEST FINANCIAL CORPORATION (LOUISVILLE KY)
KY
06/30/2011 - 07/21/2014
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)
IN
07/06/2005 - 06/27/2011
CHASE INVESTMENT SERVICES CORP. (NEW ALBANY IN)
IL
10/06/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
06/03/1999 - 10/01/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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