Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wineka? Claim Your ProfileWineka Martin is a financial advisor with over 20 years of experience in the industry. Wineka is registered with Wells Fargo Advisors Financial Network, LLC and holds a variety of licenses and registrations, including Series 7, 9, 10, 24, 52, 53, 63 and 66. Wineka has previously worked at A.G. Edwards & Sons, Inc., Edward Jones, U.S. Bancorp Investments, Inc. and Wells Fargo Clearing Services, LLC. Wineka is active in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Wineka Martin provides portfolio management services to both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
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2
MO
09/28/2017 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
11/30/2009 - 09/27/2017
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
02/28/2007 - 11/24/2009
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
04/13/2000 - 02/22/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/21/1998 - 04/11/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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