Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Winkler is a financial professional with over 30 years of experience in the industry. Frederick Winkler is currently registered with Avantax Advisory Services and has been with the firm since July 2019. Frederick Winkler also has previous experience with NEXT FINANCIAL GROUP, INC. and ADVANTAGE CAPITAL CORPORATION. Frederick Winkler is a licensed securities agent in numerous states. Frederick Winkler specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/28/2021 - Present
Avantax Advisory Services (Schenectady NY)
NY
06/14/2000 - 08/12/2019
NEXT FINANCIAL GROUP, INC. (SCHENECTADY NY)
GA
01/31/1996 - 06/09/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
01/26/1990 - 12/16/1993
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 02/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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