Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roleen? Claim Your ProfileRoleen De ono is a financial advisor with Paul Winkler, Inc. Roleen is a Chartered Financial Consultant and has been in the industry for 16 years. Roleen is registered as an Investment Advisor Representative in California, Florida, Georgia, Kentucky, and Tennessee. The firm is headquartered in Goodlettsville, Tennessee and offers a variety of financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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TN
03/02/2023 - Present
Paul Winkler, Inc. (Murfreesboro TN)
Active
Inactive
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