Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolf? Claim Your ProfileRolf Mendrick Winch is a registered investment advisor representative with Grove Point Advisors, LLC. Rolf Winch has been in the securities industry since 1986. Rolf Winch is registered with the state of Maryland, and is also registered with FINRA. Rolf Winch is a Series 65, Series 63, Series 31, Series 7 and SIE exam holder. Rolf Winch has previously worked at The O.N. Equity Sales Company, Chubb Securities Corporation, Capitol Securities Management, Inc., and H. Beck, Inc.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Rockville MD)
OH
09/30/1993 - 07/06/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
05/16/1991 - 10/05/1993
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
VA
01/20/1987 - 12/31/1989
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NA
11/23/1984 - 01/16/1987
H. BECK, INC.
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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