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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Anne Winske is an active investment advisor representative at Cambridge Investment Research Advisors, Inc.. Patricia has been in the industry since July 23, 2000, and holds a variety of licenses and registrations, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. Patricia also holds the Series 65 license. Cambridge Investment Research Advisors, Inc. is a well-established firm with a strong focus on providing investment advice and portfolio management to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Milton GA)
GA
07/24/2000 - 10/10/2019
FSC SECURITIES CORPORATION (MILTON GA)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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