Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Winkert is a financial advisor with Wealth Enhancement Advisory Services, LLC. He has been in the financial services industry since 2016 and holds the Series 63, 66, and 7 licenses as well as the SIE. Jonathan has a background in financial planning and is a Certified Financial Planner. He specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations. He also provides other advisory services such as portfolio management, financial planning, and pension consulting. Jonathan is registered with the state of Maryland.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MD
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (NEW MARKET MD)
MD
05/01/2017 - 10/15/2019
FIRST ALLIED SECURITIES, INC. (NEW MARKET MD)
MD
03/23/2016 - 04/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jonathan Winkert is the right advisor for you? Invested Better is here to help.
