Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Winkler is a financial advisor registered with Bankers Life Advisory Services, Inc. Jonathan is registered in 12 states and is also a licensed insurance agent. Jonathan has been in the industry for over 8 years, serving a variety of clients including individuals, high-net-worth individuals, and pension and profit sharing plans. Jonathan provides advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management. Jonathan works with clients to help them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
TN
03/20/2017 - Present
Bankers Life Advisory Services, Inc. (Brentwood TN)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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