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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Winokur is an investment advisor representative with Oppenheimer & Co. Inc. Edward Winokur has been in the securities industry for 24 years. Edward Winokur is registered to offer investment advice in Florida, Alabama, Arizona, California, Connecticut, Delaware, Illinois, Iowa, Maryland, Michigan, New Jersey, New York, North Carolina, Texas, and Virginia. Edward Winokur has passed the Series 3, Series 7, Series 65, and Series 66 exams. Edward Winokur was previously employed with Ameriprise Financial Services, Inc., RBC Capital Markets, LLC, J. B. Hanauer & Co., H&R Block Financial Advisors, Inc. and Dean Witter Reynolds Inc. Oppenheimer & Co. Inc. is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. Oppenheimer & Co. Inc. offers investment advisory services to individuals, businesses, retirement and other entity types, insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Oppenheimer & Co. Inc. provides financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
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.
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2
FL
04/30/2018 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
11/18/2010 - 05/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
10/09/2009 - 11/24/2010
RBC CAPITAL MARKETS, LLC (TAMPA FL)
FL
05/18/2005 - 10/09/2009
J. B. HANAUER & CO. (TAMPA FL)
MI
10/09/2000 - 05/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
08/12/1999 - 09/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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