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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Winterowd is an investment advisor representative with Portfolio Medics, LLC. John has been in the financial industry since December 2009. John is a registered Investment Advisor in California, South Carolina, and Texas. John has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. John is also an insurance agent with 3 Mentors and Alternative Design MLCDS. John is a financial educator and instructor for FMT Solutions. John is a member of the Society for Financial Awareness and Premier Medicare Solutions, Inc. John's specializations include Retirement Planning, College Savings, Estate Planning, and Insurance.
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.
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.
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FL
10/18/2014 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
IA
Issued 12/09/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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