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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 Winans is an investment advisor representative at Ameriprise Financial Services, LLC. John Winans has been in the financial services industry since December 4, 2013 and is licensed in 26 states. John Winans has Series 7 and 66 licenses and the SIE exam. John Winans has a number of specializations including: portfolio management for individuals and businesses, financial planning, asset allocation services and pension consulting. John Winans is a board member for Winans, a Litchfield, IL, organization, and a board member at large for 1215 Franciscan Dr, , Litchfield, IL. Ameriprise Financial Services, LLC has over 140,000 clients and manages over $479 billion in assets.
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.
Asset allocation 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.
1
2
IL
07/09/2021 - Present
Ameriprise Financial Services, LLC (LITCHFIELD IL)
BOTH
Issued 03/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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