Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Marie Winkelmann is a financial advisor registered with Edward Jones. Joan has been in the financial industry since April 1993 and has held positions with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Joan has a strong background in financial planning and portfolio management. She is dedicated to helping her clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
07/17/2018 - Present
Edward Jones (ST LOUIS MO)
MO
01/01/2008 - 04/08/2008
WACHOVIA SECURITIES, LLC (LAKE OZARK MO)
MO
04/15/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE OZARK MO)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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