Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Winslow is a financial advisor with Arbor Trust Wealth Advisors, LLC. James is based in Ann Arbor, MI and has been in the industry since 1999. James has a strong background in both investment advisory and insurance services, and is a Certified Financial Planner. James is committed to providing personalized financial advice to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
08/04/2014 - Present
Arbor Trust Wealth Advisors, LLC (ANN ARBOR MI)
MI
08/05/2014 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Ann Arbor MI)
MI
10/28/2005 - 08/06/2014
LPL FINANCIAL LLC (ANN ARBOR MI)
MI
01/29/2003 - 11/09/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
OH
07/13/1999 - 02/10/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 06/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Winslow is the right advisor for you? Invested Better is here to help.
