Edward WinokurCRD Number: 2979697
Current Firm: Ameriprise Financial Services, Inc.
Edward Winokur (CRD# 2979697) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Clearwater, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ameriprise Financial Services Inc.||New Port Richey, FL||Nov 2010 - Current||7|
|Rbc Capital Markets Corporation||Tampa, FL||Oct 2009 - Nov 2010||1|
|J.b. Hanauer & Company||Tampa, FL||May 2005 - Nov 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 1999|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV