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Isaac Yitzchok Winner

J.h. Darbie & CO., Inc.

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About Isaac Yitzchok Winner

Isaac Yitzchok Winner is a securities professional with over 25 years of experience in the financial services industry. Isaac has been a registered representative with J.h. Darbie & Co., Inc. since 2000. Prior to that, Isaac worked at Dupont Securities Group, Inc., FAB Securities of America, Inc. and IAR Securities Corp. Isaac holds FINRA Series 7 and 63 licenses and the SIE exam. Isaac specializes in providing portfolio management services to individuals and selection of other advisors.

Firm Information

Isaac Winner is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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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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.

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subadvisory and solicitations

Subadvisory and solicitations

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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percentage of assets

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

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other

Subadvisory and solicitations

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Isaac Winner’s Registration & Firm History

NY

10/09/2000 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NY

08/27/1999 - 10/05/2000

DUPONT SECURITIES GROUP, INC. (NEW YORK NY)

NY

03/16/1998 - 09/02/1999

FAB SECURITIES OF AMERICA, INC. (NEW YORK NY)

NY

06/30/1997 - 01/28/1998

GKN SECURITIES CORP. (NEW YORK NY)

NY

06/12/1996 - 07/10/1997

IAR SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Isaac Yitzchok Winner.
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