Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Alton Winter has been in the financial services industry since 1994. Tony is currently registered with Ameriprise Financial Services, LLC. Tony holds the Series 63, Series 24, Series 7, and SIE licenses, as well as designations as a Certified Financial Planner and Chartered Financial Consultant. Tony's previous registrations include Hantz Financial Services, Inc., Vestax Securities Corporation, Concord Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Tony has experience working with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, trusts/estates, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Tony is a registered representative of Ameriprise Financial Services, LLC.
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.
Asset allocation 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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2
MI
02/05/2024 - Present
Ameriprise Financial Services, LLC (Midland MI)
MI
06/23/1999 - 02/05/2024
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
OH
12/11/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
06/23/1994 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/23/1994 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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