Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Craig Rose is a financial advisor who has been active in the industry since 2010. Winston is registered with the state of Georgia as a broker and investment advisor representative. He is currently employed by Park Avenue Securities LLC, and has previously worked for Transamerica Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PFS Investments Inc.. Winston holds the Series 6, 7, and 66 licenses and the SIE exam. He also has experience in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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GA
12/19/2022 - Present
Park Avenue Securities LLC (ATLANTA GA)
FL
05/23/2018 - 12/04/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (JACKSONVILLE FL)
FL
12/06/2013 - 04/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
07/12/2010 - 05/07/2013
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BOTH
Issued 12/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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