Peter Winovich (CRD# 5627020) is an Investment Advisor Representative working at Wilcox Financial, Inc. in Toledo, OH and has over 14 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Wilcox Sports Management | Toledo, OH | Mar 2012 - Current | 12 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Jul 2011 - Current | 12 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2009 - Current | 15 |
| Ameritas Life Insurance | Lincoln, NE | Jan 2009 - Current | 15 |
| Wilcox Financial | Toledo, OH | Sep 2008 - Current | 15 |
| San Velika, LLC | Toledo, OH | Jan 2012 - Nov 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- OH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
OH, TX
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