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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Raymond Winteregg is a financial advisor with Silver Oak Securities, Inc., located in Greenwood, Indiana. Jon has been working in the financial industry since April 1985 and has over 38 years of experience. Jon is registered as a broker-dealer in Indiana and as an investment advisor in Indiana. Jon is also a Series 7, Series 52TO, Series 63, Series 66, and Series 53 licensed professional. Jon is a member of the Municipal Securities Rulemaking Board (MSRB) and the Financial Industry Regulatory Authority (FINRA). Jon has experience in various financial services areas including investment management, retirement planning, estate planning, insurance, and financial planning. Jon has a strong focus on providing financial services to individuals and families. Jon believes that every client has unique needs and deserves individualized financial advice.
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.
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.
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.
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2
IN
09/22/2022 - Present
Silver OAK Securities, Inc. (Greenwood IN)
IN
09/18/2020 - 09/26/2022
SECURITIES AMERICA, INC. (Greenwood IN)
IN
12/07/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Greenwood IN)
IN
05/02/2008 - 12/19/2012
PROEQUITIES, INC. (GREENWOOD IN)
IN
01/08/1990 - 05/27/2008
LANGDON SHAW SECURITIES, INC. (INDIANAPOLIS IN)
MO
04/24/1985 - 01/18/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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