Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandro? Claim Your ProfileSandro Winkworth is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of experience in the industry. Sandro is registered with FINRA and is licensed in 20 states. Sandro has a strong background in various areas of financial planning, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Sandro also provides financial planning services to individuals and businesses. Sandro has a broad array of experience from a variety of firms including UBS Financial Services Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Smith Barney Shearson Inc., and Lehman Brothers 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (PALOS VERDES ESTATES CA)
NJ
02/09/2001 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/09/1997 - 02/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/26/1994 - 04/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/31/1993 - 09/29/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/04/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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