Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Kaitlyn Winoker is an Investment Advisor Representative at Corient, an investment advisory firm headquartered in Miami, Florida. Sierra specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Sierra also has experience with various client types, including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and insurance companies. Prior to joining Corient, Sierra worked at CIPW Service Company, LLC in Toronto and CI BDF Private Wealth in Itasca, Illinois. Sierra obtained her Series 65 license on April 10, 2023, and is currently registered with the state of Illinois.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
06/21/2023 - Present
Corient (Itasca IL)
IA
Issued 04/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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