Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Winters is a financial advisor with Stifel Independent Advisors, LLC, located in Chestertown, MD. Jack has been in the financial industry since 2024. Jack holds Series 7TO, SIE, and Series 66 securities licenses. Jack specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jack provides financial services to individuals, high net worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/09/2024 - Present
Stifel Independent Advisors, LLC (CHESTERTOWN MD)
BOTH
Issued 08/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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