Unclaimed
James Martin Winiarski is a financial advisor who is registered with the state of Michigan and other states. James Winiarski has been working in the financial services industry since 2013. He is currently employed with The Huntington Investment Co. in Saint Clair, Michigan. James Winiarski has passed multiple securities exams and has a Series 6, Series 7, Series 63, and Series 65 license. James Winiarski has been registered with the Financial Industry Regulatory Authority (FINRA) since 2015. James Winiarski is a registered Investment Adviser Representative (IAR) in Michigan and Arizona, and has an active investment advisory registration in the state of Michigan. James Martin Winiarski specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
08/05/2015 - Present
THE Huntington Investment Co. (Saint Clair MI)
IA
Issued 07/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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