Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Winchek is an investment advisor representative at Private Advisor Group, LLC, based in Oswego, NY. John has been in the financial industry since 2001. John has been with Private Advisor Group since 2013, prior to that he was employed at VALIC Financial Advisors, Inc. and PFS Investments Inc. John holds Series 6, 7, and 63 securities licenses, as well as the SIE exam. John is registered in several states, including Delaware, Florida, Montana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Utah. John provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/09/2021 - Present
Private Advisor Group, LLC (Oswego NY)
NY
04/21/2003 - 09/05/2013
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
GA
08/30/2001 - 08/09/2002
PFS INVESTMENTS INC. (DULUTH GA)
NY
05/02/2001 - 06/22/2001
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 06/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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