Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Winkates is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 20 years of experience in the industry. John has a broad range of experience, having previously worked at Wells Fargo Clearing Services, LLC, and A.G. Edwards & Sons, Inc. John is registered in multiple states, including Illinois, Texas, and several others. John's areas of expertise include financial planning, pension consulting, and portfolio management. John provides these services to a wide variety of clients, including individuals, high-net-worth individuals, corporations, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
11/19/2020 - Present
Raymond James Financial Services Advisors, Inc. (Geneva IL)
IL
01/01/2008 - 11/20/2020
WELLS FARGO CLEARING SERVICES, LLC (ELGIN IL)
IL
03/12/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ELGIN IL)
BOTH
Issued 03/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Winkates is the right advisor for you? Invested Better is here to help.
