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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geryl? Claim Your ProfileGeryl Werner Winterowd is an Investment Advisor Representative associated with Portfolio Medics, LLC. Geryl Winterowd has been in the industry since April 2016. Geryl Winterowd is registered with the state of Texas. Geryl Winterowd has passed the Series 65 exam. Portfolio Medics, LLC is headquartered in Bonita Springs, FL, and has offices in Round Rock, TX. The firm's main office is located at 27499 Riverview Center Blvd, Suite 406. They have approximately 499,609,065 assets under management.
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.
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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FL
04/29/2016 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
IA
Issued 03/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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