Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earl? Claim Your ProfileEarl Winthrop is a financial advisor with over 35 years of experience in the industry. Earl currently works with Winthrop Wealth and has held previous positions at LINSCO/PRIVATE LEDGER CORP., CANTON SECURITIES, INC., LINSCO FINANCIAL GROUP, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Earl provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals through Winthrop Wealth. Earl Winthrop is a registered investment advisor and holds Series 6, 62, 63, 22, 26, and SIE licenses. Earl is licensed to provide investment advisory services in Arizona, California, Connecticut, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, and Washington.
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.
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
MA
05/16/2017 - Present
Winthrop Wealth (BOSTON MA)
SC
06/30/1992 - 03/29/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/30/1990 - 07/17/1992
CANTON SECURITIES, INC.
SC
12/16/1989 - 10/18/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/18/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
12/19/1984 - 08/05/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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