Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bryan Winkler is a financial advisor with LPL Financial LLC. Paul has been a registered representative for over 30 years. Paul has a Series 6, 7, 63, and 66 license and has also passed the SIE Exam. Paul has worked with UBS Financial Services Inc. and PRUCO Securities Corporation prior to LPL Financial LLC. Paul is registered to conduct business in Florida, Massachusetts, Nevada, New York, and Pennsylvania. Paul works out of the Rochester, NY branch office.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
11/10/2008 - 09/01/2010
UBS FINANCIAL SERVICES INC. (ROCHESTER NY)
NA
09/24/1993 - 04/21/1994
PRUCO SECURITIES CORPORATION
BOTH
Issued 11/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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