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Mitchell Ratner

T.r. Winston & Company, LLC

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About Mitchell Ratner

Mitchell Ratner is a financial professional with over 30 years of experience in the securities industry. Mitchell is currently registered with T.r. Winston & Company, LLC. Previously, Mitchell was registered with firms such as Adler, Coleman & Co., Inc., Swergold, Chefitz & Incorporated, Herzog, Heine, Geduld, Inc., Gilder, Gagnon & Co., Inc., and Macpeg Ross and Goldaber Securities, Inc.. Mitchell holds several securities licenses including Series 7, Series 24, Series 55, Series 57TO, Series 99TO, and Series 63. Mitchell is licensed in several states including Arizona, California, Connecticut, Florida, Minnesota, Nevada, New York, North Carolina, Pennsylvania, Texas, and Utah.

Firm Information

Mitchell Ratner is currently registered with T.r. Winston & Company, LLC. T.r. Winston & Company, LLC is a Limited Liability Company formed in August 2003. The firm is registered in all 50 states and the District of Columbia. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mitchell Ratner’s Registration & Firm History

NJ

06/05/1991 - Present

T.r. Winston & Company, LLC (BEDMINSTER NJ)

NY

07/25/1989 - 01/02/1990

ADLER, COLEMAN & CO.,INC. (NEW YORK NY)

NA

03/03/1987 - 07/10/1989

SWERGOLD, CHEFITZ & INCORPORATED

NA

09/29/1983 - 01/01/1986

HERZOG, HEINE, GEDULD, INC.

NA

09/10/1982 - 07/05/1983

GILDER, GAGNON & CO., INC.

NA

07/22/1982 - 09/07/1982

MACPEG ROSS AND GOLDABER SECURITIES, INC.

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Licenses & Designations

BC

Issued 09/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/17/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mitchell Ratner.
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