Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Eugene Winter is a registered Investment Advisor Representative with Edgewater Asset Management. Steven has been in the industry since 1986. Steven is registered in Virginia. Steven's firm is based in Virginia Beach, VA. Steven has passed the Series 3, 63, 65, and 7 exams. Steven has specialized in the area of portfolio management for individuals. The firm manages over $41 million in assets for 27 clients.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
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VA
04/09/2003 - Present
Edgewater Asset Management (VIRGINIA BEACH VA)
NY
06/25/1986 - 07/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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