Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Winkler has been in the financial services industry since 2001. Currently, Jeffrey is a registered representative of Raymond James & Associates, Inc., and has been with the firm since 2018. Previously, Jeffrey worked at Morgan Stanley from 2009 to 2018. Jeffrey holds licenses for both broker-dealer and investment advisor roles. He specializes in investment advisory services for both individuals 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.
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.
Please see note in schedule d - miscellaneous
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
FL
08/31/2018 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
MI
06/01/2009 - 09/04/2018
MORGAN STANLEY (GROSSE POINTE FARMS MI)
FL
04/09/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/03/2002 - 04/23/2009
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NY
01/02/2002 - 03/14/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
10/02/2001 - 01/02/2002
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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