Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Tracy Winfree is a financial advisor with Cambridge Investment Research Advisors, Inc. Stuart has been in the industry since 1987 and has a strong track record of success. Stuart holds the Series 7 and Series 63 licenses. Stuart has worked with a range of clients, from individuals to charitable organizations. Stuart specializes in financial planning and portfolio management. Stuart is committed to providing clients with personalized advice and guidance to help them 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/27/2015 - Present
Cambridge Investment Research Advisors, Inc. (JACKSONVILLE FL)
FL
02/13/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
05/21/1987 - 02/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
MN
10/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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