Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Page Thompson is a financial professional with over 20 years of experience in the industry. Winston is currently registered with Innovation Partners LLC and has previously worked at TRANSAMERICA FINANCIAL ADVISORS, INC, WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Winston holds multiple licenses and certifications, including Series 6, 63, 65, and 26. Winston specializes in consulting services to qualified retirement plans, financial planning, pension consulting, and selection of other advisers. Winston is dedicated to providing clients with comprehensive and personalized financial advice.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
07/24/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
UT
01/06/2012 - 11/01/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH OGDEN UT)
NY
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BROOKLYN NY)
GA
04/19/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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