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Ira Mitchell Work

Paul Winkler, Inc.

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About Ira Mitchell Work

Ira Mitchell Work is an Investment Advisor Representative with Paul Winkler, Inc.. Ira is registered in six states: Arizona, California, Florida, Kentucky, Mississippi, and Tennessee. Ira is an active Investment Advisor Representative and has been in the industry for over 35 years. Ira has been associated with Paul Winkler, Inc. since March 2009. Prior to that Ira was with Jefferson Pilot Securities Corporation.

Firm Information

Ira Work is currently registered with Paul Winkler, Inc.. Paul Winkler, Inc. is an investment advisor registered with the SEC. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $284 million in regulatory assets under management.
Paul Winkler, Inc.

3050 BUSINESS PARK CIRCLE

GOODLETTSVILLE, TN 37072

$283.98M

Assets Under Management

50

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ira Work’s Registration & Firm History

TN

03/26/2009 - Present

Paul Winkler, Inc. (NASHVILLE TN)

IN

04/29/1996 - 07/22/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NY

07/31/1993 - 04/22/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

05/21/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

10/15/1992 - 06/22/1993

NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)

FL

04/11/1990 - 05/13/1991

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

NA

03/18/1987 - 08/15/1988

JW CHARLES SECURITIES, INC.

NA

02/24/1984 - 01/08/1987

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 06/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2003

Series 24 - General Securities Principal Examination

BC

Issued 07/29/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ira Mitchell Work.
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