Sierra Winoker (CRD# 7768204) is an Investment Advisor Representative working at Corient in Itasca, IL and has 1 year of experience in the finance industry.
CRD# 2307590
Raymond James & Associates, Inc.
CRD# 6605393
Mla2 Advisory & Consulting, LLC
CRD# 3049152
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jul 2023 - Current | < 1 |
| Corient | Itasca, IL | Jun 2023 - Current | < 1 |
| Cipw Service Company, LLC | Toronto, | Jun 2023 - Jul 2023 | < 1 |
| University Of Illinois Urbana Champaign | Champaign, IL | Aug 2019 - May 2023 | 3 |
| Ci Bdf Private Wealth | Itasca, IL | Jun 2022 - Jul 2022 | < 1 |
| Crystal Lake Park District | Crystal Lake, IL | Jun 2021 - Jul 2021 | < 1 |
| The Fountains At Crystal Lake | Crystal Lake, IL | Jun 2020 - Jul 2020 | < 1 |
| The Fountains At Crystal Lake | Crystal Lake, IL | Nov 2018 - Jul 2019 | < 1 |
| Prairie Ridge High School | Crystal Lake, IL | Aug 2015 - May 2019 | 3 |
| Prairie Grove Junior High | Crystal Lake, IL | Aug 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IL
-
Total Assets Under Management118,192MILLIONS
-
Total Number of Accounts97,020ACCOUNTS
-
Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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