Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Winkelried is a financial professional with over 20 years of experience in the industry. Currently, David Winkelried is an Investment Advisor Representative associated with J.P. Morgan Investment Management Inc. David Winkelried has held positions at Morgan Stanley & Co. LLC, Morgan Stanley, Goldman, Sachs & Co., and Morgan Stanley & Co., Incorporated. David Winkelried has a Series 7, Series 63, and SIE license. David Winkelried specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David Winkelried can also provide financial planning, educational seminars, selection of other advisors, and pension consulting services.
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.
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.
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.
1
2
NY
01/20/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
05/16/2014 - 01/30/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
04/23/2012 - 08/18/2014
MORGAN STANLEY (New York NY)
NY
05/10/2005 - 04/27/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/22/1999 - 05/10/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/26/1992 - 01/10/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Winkelried is the right advisor for you? Invested Better is here to help.
