Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Winkler is a registered investment advisor representative with Cetera Investment Advisers LLC. Lloyd is a highly experienced financial professional with over 20 years of experience in the industry. Lloyd has worked with a variety of clients including individuals, businesses, and institutions. Lloyd is committed to providing his clients with personalized financial advice and guidance. He believes in building long-term relationships with his clients and helping them achieve their financial goals. Lloyd is also a strong advocate for financial education and believes that everyone should have access to the information they need to make sound financial decisions.
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.
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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NJ
12/06/2023 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
06/03/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
CT
07/16/2001 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 8/5/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2003
Series 7 - General Securities Representative Examination
BC
Issued 7/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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