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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans-christian? Claim Your ProfileHans-christian Winkler is a financial advisor registered with Compound Planning in New York. Hans-christian has been in the industry since 1998 and has experience working with individuals and families. Hans-christian is a Certified Financial Planner and holds a Series 63 and Series 65 license. He specializes in financial planning, portfolio management, and educational seminars.
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.
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.
Selection of other advisers
1
2
NY
09/07/2022 - Present
Compound Planning (Jackson Heights NY)
NY
10/28/2015 - 09/07/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
12/12/2002 - 08/05/2013
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
MO
10/22/2001 - 12/14/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
NY
05/15/1998 - 11/15/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2002
Series 4 - Registered Options Principal Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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