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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farah? Claim Your ProfileFarah L. Winkler is a financial advisor at Moneta Group Investment Advisors, LLC. Farah has been in the industry since 2003 and is registered with the state of Missouri, Kansas and Colorado. Farah has passed Series 7 and Series 63 exams and holds the Certified Financial Planner designation. Farah's previous employer was Cambridge Investment Research, Inc. Moneta Group Investment Advisors, LLC is a registered investment advisor firm with offices in St. Louis, Missouri. The firm provides a wide range of financial advisory services, including financial planning, portfolio management, and investment advisory services. Moneta Group Investment Advisors, LLC is a registered investment advisor firm that provides investment advisory services to individuals, families, businesses, and institutions. The firm offers a variety of investment management and financial planning services, and is committed to providing its clients with personalized attention and a high level of service.
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
MO
10/14/2010 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
10/01/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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