Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Winchell is a financial advisor with J.P. Morgan Securities LLC in Newark, Delaware. Stephen has been in the industry since 2008 and holds the Series 6, 7 and 63 licenses. Stephen has experience with various investment strategies and specializes in providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Previously, Stephen was employed with Lincoln Financial Distributors, Inc., Morningstar Investment Services, Inc., Chase Investment Services Corp., and Banc One Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
06/03/2016 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
09/28/2011 - 03/23/2015
J.P. MORGAN SECURITIES LLC (NEWARK DE)
PA
02/24/2010 - 06/04/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
03/13/2008 - 12/01/2009
MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
07/06/2005 - 01/04/2008
CHASE INVESTMENT SERVICES CORP. (HIGHLAND PARK IL)
IL
07/01/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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