Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Winokur is an investment advisor representative with Creativeone Wealth, LLC. James is licensed to provide investment advisory services in Utah. James also provides services as a principal for Win Retirement Solutions in Midvale, Utah, which is an investment related business. James has a background in the health and life insurance industry, having been a principal at a health and life insurance company for 11 years prior to joining Creativeone Wealth. James has passed the Series 6, 63, 65 and SIE exams. James specializes in helping individuals, families, and businesses with their financial planning needs. James is committed to providing clients with personalized advice and guidance that helps them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
08/29/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
UT
04/03/2017 - 12/23/2020
ONEAMERICA SECURITIES, INC. (Cottonwood Heights UT)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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