Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winette? Claim Your ProfileWinette Gwen Riesenweber is a financial professional with over 16 years of experience in the industry. Winette is currently registered with LPL Financial LLC and holds a variety of licenses and certifications, including Series 6, 7, 63, and 66, along with the Securities Industry Essentials (SIE) exam. Winette has a strong track record of providing financial guidance to a diverse clientele. Previously, Winette worked with Waddell & Reed, where she gained valuable experience in the financial services industry. Winette is committed to helping clients achieve their financial goals through personalized advice and strategies.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
07/23/2015 - Present
LPL Financial LLC (KENNEWICK WA)
WA
11/29/2006 - 07/23/2015
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 04/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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