Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jeffrey Winklhofer is a registered investment advisor with Raymond James Financial Services Advisors, Inc. James has been in the financial industry since 1987. James has a broad range of experience in the financial industry, including providing financial planning services, pension consulting and portfolio management services. James is registered with the state of California as an Investment Advisor Representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ENCINO CA)
MN
08/04/1989 - 08/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/16/1987 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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