Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Winkler is an investment advisor representative currently registered with First Trust Advisors LP, located in Wheaton, IL. Kurt has been in the financial industry since 1994. Kurt Winkler is registered with the state of Illinois. The representative is a licensed advisor, with Series 7, 26, 63, and 65 licenses. Kurt Winkler has a long history in the financial industry with experience at firms such as Foreside Fund Services, LLC, John Hancock Funds, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kurt specializes in providing investment advisory services to individuals, businesses, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
OH
11/17/2021 - Present
First Trust Advisors LP (AURORA OH)
ME
06/06/2019 - 10/29/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MA
11/17/2010 - 03/08/2019
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
01/01/2002 - 12/01/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
02/02/1999 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NY
05/19/1994 - 07/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/28/1992 - 10/16/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 09/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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