Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winthrop? Claim Your ProfileWinthrop Cobb has been in the financial industry since 1984. Winthrop is currently registered with Wells Fargo Clearing Services, LLC in Alexandria, VA. Winthrop has been with Wells Fargo Clearing Services, LLC since 2008. Winthrop has a wide range of experience working with clients in different states, and is licensed to conduct business in 15 states. Winthrop specializes in providing investment advisory services to individuals, businesses, and institutions. Winthrop is committed to helping clients achieve their financial goals through personalized financial planning, portfolio management, and investment consulting services.
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
VA
10/24/2008 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
VA
09/27/1993 - 10/31/2008
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
07/31/1993 - 10/14/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/27/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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