Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Winter is a financial advisor with over 20 years of experience in the industry. Jeffrey has a broad range of experience with different firms including Securities America, Inc., Ameriprise Financial Services, Inc., and LifeMark Securities Corp. Currently, Jeffrey is registered with Creativeone Wealth, LLC in Arizona and Tennessee. Jeffrey's expertise includes financial planning, portfolio management, and educational seminars. He focuses on serving high-net-worth individuals, corporations, and charitable organizations.
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
05/17/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
MI
01/06/2010 - 08/10/2010
INVESTMENT CENTERS OF AMERICA, INC. (FARMINGTON HILLS MI)
MI
07/01/2009 - 01/07/2010
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
MI
05/20/2009 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
04/03/2009 - 06/17/2009
LIFEMARK SECURITIES CORP. (WATERFORD MI)
MI
10/01/2008 - 03/20/2009
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
07/30/2007 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (BIRMINGHAM MI)
MI
01/23/2006 - 03/26/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (TROY MI)
OH
06/29/2005 - 01/11/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MI
04/24/2001 - 05/05/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
GA
05/16/2000 - 11/08/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
08/20/1999 - 10/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1999 - 10/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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