Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin E Winchester is a registered investment advisor with Iconiq Capital, LLC. Erin has been in the industry for 1 year and 10 months and is actively registered in California. Erin specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisers. Erin has passed the Series 63, Series 65, Series 7TO, and SIE exams. Erin previously worked at J.P. Morgan Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
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CA
01/01/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
NY
08/13/2019 - 05/20/2021
J.P. MORGAN SECURITIES LLC (New York NY)
IA
Issued 08/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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