Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Matthew Huie is a financial advisor who has been in the industry since April 7, 1986. Winston is registered with Equitable Advisors, LLC and has been with them since October 2004. Winston has a variety of licenses and registrations, including Series 7, Series 55, Series 63 and Series 65. Winston has offices in both Charlotte and Mooresville, NC. Winston specializes in financial planning and portfolio management for 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.
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.
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
NC
09/01/2010 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
GA
01/14/2002 - 11/03/2004
PFS INVESTMENTS INC. (DULUTH GA)
NY
11/17/1995 - 10/30/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/14/1994 - 11/01/1995
FURMAN SELZ INCORPORATED (NEW YORK NY)
NY
11/19/1985 - 10/24/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 07/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Winston Huie is the right advisor for you? Invested Better is here to help.
