Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Worth Winslow is a financial advisor with over 25 years of experience in the industry. David currently works at Choreo, LLC, providing financial advisory services including investment review and reporting of non-managed assets, retirement plan services to plans, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. David has previously worked at BirchTree Financial Services LLC, Cambridge Investment Research, Inc., CAP PRO BROKERAGE SERVICES, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Union Brokerage Services, 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
12/11/2020 - Present
Choreo, LLC (ROCKFORD IL)
NC
11/12/2007 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (CHARLOTTE NC)
NC
03/18/2005 - 11/12/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHARLOTTE NC)
OH
09/30/2002 - 03/21/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
11/20/1998 - 09/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
01/01/1996 - 03/13/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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