Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Winter is a financial advisor with LPL Financial LLC in Fountain Hills, Arizona. John has been in the financial industry since 1986, and has a wide range of experience, holding a variety of licenses and certifications. John has worked for several firms in the past, including Edward Jones and American Express Financial Advisors Inc. John provides a variety of financial services to individuals, corporations, charitable organizations, and pension plans. John’s main goal is to help individuals reach their financial goals through customized financial planning, investment management, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/16/2010 - Present
LPL Financial LLC (FOUNTAIN HILLS AZ)
AZ
05/28/1987 - 08/09/2010
EDWARD JONES (FOUNTAIN HILLS AZ)
NA
11/21/1986 - 06/08/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 04/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Winter is the right advisor for you? Invested Better is here to help.
