Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shateela? Claim Your ProfileShateela Monique Winters is a financial advisor with Edelman Financial Engines. Shateela has been in the financial services industry for over 15 years. She is registered as an Investment Advisor Representative in Virginia. Shateela is committed to providing her clients with comprehensive financial planning and investment management services. She holds both the Series 6 and Series 7 licenses, as well as the Series 63 and Series 65 licenses. Shateela is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Shateela is dedicated to helping her clients achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
07/17/2024 - Present
Edelman Financial Engines (Arlington VA)
MD
09/28/2021 - 12/31/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
MD
09/16/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BETHESDA MD)
VA
06/17/2008 - 09/13/2011
WELLS FARGO ADVISORS, LLC (ARLINGTON VA)
BC
Issued 10/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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