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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 Winthrop is a registered investment advisor representative with Sterling Capital Management LLC in Downers Grove, Illinois. John Winthrop's professional experience in the financial services industry began in 2004 and currently holds registrations with Financial Industry Regulatory Authority (FINRA) as well as the state of Illinois. John Winthrop is also registered in 51 states to provide investment advisory services. John Winthrop also specializes in providing financial services to corporations, charitable organizations, individuals, and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/17/2013 - Present
Sterling Capital Management LLC (DOWNERS GROVE IL)
IL
01/11/2010 - 03/13/2013
MANAGERS DISTRIBUTORS, INC. (CHICAGO IL)
IL
07/17/2007 - 12/12/2008
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
06/30/2006 - 03/09/2007
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
10/12/2004 - 04/18/2006
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 09/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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