Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winata? Claim Your ProfileWinata Wicker is a financial advisor registered in Virginia. Winata has been in the financial services industry for over 18 years. Winata is currently employed by Ameriprise Financial Services, LLC, a firm based in Minneapolis, Minnesota. Winata is licensed to conduct securities business in Virginia. Winata Wicker has passed the Series 63, Series 65, Series 6, and SIE exams. Winata also holds two other business ownership positions. Winata's firm manages over $479 Billion in assets, and is a registered investment advisor.
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.
1
2
VA
10/05/2009 - Present
Ameriprise Financial Services, LLC (RICHMOND VA)
MI
11/01/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Winata Wicker is the right advisor for you? Invested Better is here to help.
